TA
SIVB
Tiedemann Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,119
| Closed | -$1.14M | – | 450 |
|
|
2019
Q1 | $1.14M | Buy |
5,119
+4,053
| +380% | +$902K | 0.05% | 202 |
|
|
2018
Q4 | $203K | Sell |
1,066
-734
| -41% | -$140K | 0.01% | 403 |
|
|
2018
Q3 | $559K | Hold |
1,800
| – | – | 0.03% | 221 |
|
|
2018
Q2 | $520K | Hold |
1,800
| – | – | 0.03% | 220 |
|
|
2018
Q1 | $432K | Buy |
+1,800
| New | +$432K | 0.03% | 211 |
|