SMF
SIVB
Sterling Manor Financial’s SVB Financial Group SIVB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-507
| Closed | -$284K | – | 88 |
|
2022
Q1 | $284K | Sell |
507
-75
| -13% | -$42K | 0.23% | 58 |
|
2021
Q4 | $395K | Sell |
582
-150
| -20% | -$102K | 0.31% | 50 |
|
2021
Q3 | $474K | Hold |
732
| – | – | 0.4% | 34 |
|
2021
Q2 | $407K | Sell |
732
-85
| -10% | -$47.3K | 0.33% | 49 |
|
2021
Q1 | $403K | Sell |
817
-383
| -32% | -$189K | 0.36% | 46 |
|
2020
Q4 | $465K | Buy |
+1,200
| New | +$465K | 0.43% | 39 |
|