Sun Life Financial’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-31
| Closed | -$15K | – | 521 |
|
|
2021
Q1 | $15K | Hold |
31
| – | – | ﹤0.01% | 324 |
|
|
2020
Q4 | $12K | Hold |
31
| – | – | ﹤0.01% | 342 |
|
|
2020
Q3 | $7K | Buy |
31
+1
| +3% | +$226 | ﹤0.01% | 420 |
|
|
2020
Q2 | $6K | Sell |
30
-1
| -3% | -$200 | ﹤0.01% | 390 |
|
|
2020
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 388 |
|
|
2019
Q4 | $8K | Sell |
31
-12
| -28% | -$3.1K | ﹤0.01% | 371 |
|
|
2019
Q3 | $9K | Hold |
43
| – | – | ﹤0.01% | 538 |
|
|
2019
Q2 | $10K | Sell |
43
-46
| -52% | -$10.7K | ﹤0.01% | 511 |
|
|
2019
Q1 | $20K | Sell |
89
-58
| -39% | -$13K | ﹤0.01% | 513 |
|
|
2018
Q4 | $28K | Buy |
147
+1
| +0.7% | +$190 | 0.01% | 517 |
|
|
2018
Q3 | $45K | Buy |
146
+3
| +2% | +$925 | 0.01% | 457 |
|
|
2018
Q2 | $41K | Buy |
143
+85
| +147% | +$24.4K | 0.01% | 462 |
|
|
2018
Q1 | $240 | Buy |
+58
| New | +$240 | ﹤0.01% | 474 |
|