Squar Milner Financial Services’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 827 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 747 |
|
|
2019
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 775 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$3K | – | 821 |
|
|
2019
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 707 |
|
|
2019
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 791 |
|
|
2018
Q4 | $2K | Sell |
12
-5
| -29% | -$833 | ﹤0.01% | 710 |
|
|
2018
Q3 | $5K | Sell |
17
-101
| -86% | -$29.7K | ﹤0.01% | 634 |
|
|
2018
Q2 | $34K | Buy |
+118
| New | +$34K | 0.03% | 404 |
|