UIA
SIVB
Ulland Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-134
| Closed | -$31K | – | 224 |
|
|
2022
Q4 | $31K | Sell |
134
-20
| -13% | -$4.63K | 0.04% | 114 |
|
|
2022
Q3 | $52K | Sell |
154
-6,448
| -98% | -$2.18M | 0.06% | 93 |
|
|
2022
Q2 | $2.61M | Sell |
6,602
-1,251
| -16% | -$494K | 2.67% | 14 |
|
|
2022
Q1 | $4.39M | Buy |
+7,853
| New | +$4.39M | 3.29% | 7 |
|