TAM
SIVB
Trust Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-671
| Closed | -$225K | – | 201 |
|
|
2022
Q3 | $225K | Buy |
671
+48
| +8% | +$16.1K | 0.03% | 177 |
|
|
2022
Q2 | $246K | Buy |
623
+58
| +10% | +$22.9K | 0.03% | 163 |
|
|
2022
Q1 | $316K | Buy |
565
+46
| +9% | +$25.7K | 0.04% | 157 |
|
|
2021
Q4 | $352K | Hold |
519
| – | – | 0.04% | 155 |
|
|
2021
Q3 | $336K | Buy |
519
+38
| +8% | +$24.6K | 0.05% | 155 |
|
|
2021
Q2 | $268K | Buy |
481
+67
| +16% | +$37.3K | 0.04% | 164 |
|
|
2021
Q1 | $204K | Buy |
+414
| New | +$204K | 0.03% | 179 |
|