Steel Grove Capital Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,100
| Closed | -$209K | – | 311 |
|
|
2018
Q4 | $209K | Hold |
1,100
| – | – | 0.03% | 290 |
|
|
2018
Q3 | $342K | Hold |
1,100
| – | – | 0.05% | 241 |
|
|
2018
Q2 | $318K | Hold |
1,100
| – | – | 0.05% | 241 |
|
|
2018
Q1 | $264K | Hold |
1,100
| – | – | 0.04% | 261 |
|
|
2017
Q4 | $257K | Hold |
1,100
| – | – | 0.04% | 258 |
|
|
2017
Q3 | $206K | Buy |
+1,100
| New | +$206K | 0.04% | 270 |
|
|
2017
Q2 | – | Sell |
-1,100
| Closed | -$205K | – | 301 |
|
|
2017
Q1 | $205K | Buy |
+1,100
| New | +$205K | 0.04% | 258 |
|