Simon Quick Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-33
| Closed | -$5K | – | 517 |
|
|
2020
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $8K | Hold |
33
| – | – | ﹤0.01% | 433 |
|
|
2019
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 281 |
|
|
2019
Q2 | $7.41K | Hold |
33
| – | – | ﹤0.01% | 243 |
|
|
2019
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $6K | Hold |
33
| – | – | ﹤0.01% | 288 |
|
|
2018
Q3 | $10K | Sell |
33
-14
| -30% | -$4.24K | ﹤0.01% | 244 |
|
|
2018
Q2 | $13K | Sell |
47
-2
| -4% | -$553 | 0.01% | 256 |
|
|
2018
Q1 | $12K | Hold |
49
| – | – | 0.01% | 234 |
|
|
2017
Q4 | $12K | Buy |
+49
| New | +$12K | 0.01% | 331 |
|