SS
SIVB
Simplicity Solutions’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-567
| Closed | -$224K | – | 727 |
|
|
2022
Q2 | $224K | Buy |
567
+121
| +27% | +$47.8K | 0.03% | 547 |
|
|
2022
Q1 | $250K | Sell |
446
-630
| -59% | -$353K | 0.03% | 530 |
|
|
2021
Q4 | $730K | Buy |
1,076
+566
| +111% | +$384K | 0.08% | 291 |
|
|
2021
Q3 | $330K | Sell |
510
-262
| -34% | -$170K | 0.05% | 394 |
|
|
2021
Q2 | $429K | Buy |
+772
| New | +$429K | 0.08% | 265 |
|
|
2018
Q4 | – | Sell |
-739
| Closed | -$230K | – | 824 |
|
|
2018
Q3 | $230K | Sell |
739
-195
| -21% | -$60.7K | 0.01% | 484 |
|
|
2018
Q2 | $270K | Buy |
934
+20
| +2% | +$5.78K | 0.02% | 392 |
|
|
2018
Q1 | $219K | Buy |
+914
| New | +$219K | 0.02% | 336 |
|