Sowell Financial Services’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,353
| Closed | -$1.94M | – | 3207 |
|
|
2021
Q1 | $1.94M | Buy |
3,353
+99
| +3% | +$57.3K | 0.07% | 252 |
|
|
2020
Q4 | $1.26M | Buy |
3,254
+221
| +7% | +$85.7K | 0.05% | 277 |
|
|
2020
Q3 | $730K | Buy |
3,033
+1,625
| +115% | +$391K | 0.04% | 374 |
|
|
2020
Q2 | $303K | Buy |
1,408
+1,392
| +8,700% | +$300K | 0.02% | 596 |
|
|
2020
Q1 | $2K | Sell |
16
-41
| -72% | -$5.13K | ﹤0.01% | 2160 |
|
|
2019
Q4 | $14K | Buy |
57
+7
| +14% | +$1.72K | ﹤0.01% | 1580 |
|
|
2019
Q3 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 1549 |
|