SFFS
SIVB
Stonehage Fleming Financial Services’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-661
| Closed | -$152K | – | 193 |
|
|
2022
Q4 | $152K | Hold |
661
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $221K | Hold |
661
| – | – | 0.02% | 99 |
|
|
2022
Q2 | $261K | Hold |
661
| – | – | 0.01% | 135 |
|
|
2022
Q1 | $369K | Hold |
661
| – | – | 0.01% | 128 |
|
|
2021
Q4 | $448K | Hold |
661
| – | – | 0.01% | 125 |
|
|
2021
Q3 | $428K | Hold |
661
| – | – | 0.01% | 122 |
|
|
2021
Q2 | $368K | Hold |
661
| – | – | 0.01% | 123 |
|
|
2021
Q1 | $326K | Hold |
661
| – | – | 0.01% | 126 |
|
|
2020
Q4 | $256K | Hold |
661
| – | – | 0.01% | 134 |
|
|
2020
Q3 | $159K | Buy |
+661
| New | +$159K | 0.01% | 128 |
|