Sierra Capital’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-29
| Closed | -$7K | – | 592 |
|
|
2022
Q4 | $7K | Sell |
29
-1
| -3% | -$241 | ﹤0.01% | 384 |
|
|
2022
Q3 | $10K | Sell |
30
-521
| -95% | -$174K | ﹤0.01% | 371 |
|
|
2022
Q2 | $218K | Hold |
551
| – | – | 0.04% | 184 |
|
|
2022
Q1 | $308K | Sell |
551
-178
| -24% | -$99.5K | 0.05% | 168 |
|
|
2021
Q4 | $494K | Sell |
729
-19
| -3% | -$12.9K | 0.07% | 145 |
|
|
2021
Q3 | $484K | Sell |
748
-18
| -2% | -$11.6K | 0.08% | 136 |
|
|
2021
Q2 | $426K | Sell |
766
-64
| -8% | -$35.6K | 0.08% | 132 |
|
|
2021
Q1 | $410K | Buy |
+830
| New | +$410K | 0.08% | 131 |
|