Tarbox Family Office’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25
| Closed | -$14K | – | 1100 |
|
|
2022
Q1 | $14K | Buy |
25
+11
| +79% | +$6.16K | ﹤0.01% | 341 |
|
|
2021
Q4 | $9K | Sell |
14
-1
| -7% | -$643 | ﹤0.01% | 483 |
|
|
2021
Q3 | $10K | Buy |
15
+3
| +25% | +$2K | ﹤0.01% | 501 |
|
|
2021
Q2 | $7K | Hold |
12
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $6K | Sell |
12
-2
| -14% | -$1K | ﹤0.01% | 539 |
|
|
2020
Q4 | $5K | Hold |
14
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 702 |
|
|
2020
Q2 | $3K | Sell |
14
-18
| -56% | -$3.86K | ﹤0.01% | 696 |
|
|
2020
Q1 | $5K | Buy |
32
+29
| +967% | +$4.53K | ﹤0.01% | 444 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 611 |
|
|
2018
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 608 |
|