TIA
SIVB
Tiemann Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-356
| Closed | -$199K | – | 209 |
|
|
2022
Q1 | $199K | Sell |
356
-114
| -24% | -$63.7K | 0.09% | 204 |
|
|
2021
Q4 | $319K | Sell |
470
-98
| -17% | -$66.5K | 0.13% | 158 |
|
|
2021
Q3 | $367K | Hold |
568
| – | – | 0.17% | 132 |
|
|
2021
Q2 | $316K | Buy |
568
+8
| +1% | +$4.45K | 0.15% | 152 |
|
|
2021
Q1 | $276K | Buy |
560
+5
| +0.9% | +$2.46K | 0.14% | 164 |
|
|
2020
Q4 | $215K | Buy |
+555
| New | +$215K | 0.11% | 188 |
|
|
2018
Q4 | – | Sell |
-690
| Closed | -$214K | – | 179 |
|
|
2018
Q3 | $214K | Buy |
+690
| New | +$214K | 0.16% | 167 |
|