Valeo Financial Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-961
| Closed | -$221K | – | 653 |
|
|
2022
Q4 | $221K | Buy |
+961
| New | +$221K | 0.01% | 460 |
|
|
2021
Q2 | – | Sell |
-75
| Closed | -$37K | – | 2011 |
|
|
2021
Q1 | $37K | Buy |
+75
| New | +$37K | ﹤0.01% | 938 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$5K | – | 2228 |
|
|
2020
Q2 | $5K | Buy |
22
+15
| +214% | +$3.41K | ﹤0.01% | 1480 |
|
|
2020
Q1 | $1K | Sell |
7
-193
| -97% | -$27.6K | ﹤0.01% | 1722 |
|
|
2019
Q4 | $50K | Sell |
200
-3
| -1% | -$750 | ﹤0.01% | 649 |
|
|
2019
Q3 | $42K | Sell |
203
-1
| -0.5% | -$207 | ﹤0.01% | 657 |
|
|
2019
Q2 | $46K | Hold |
204
| – | – | 0.01% | 631 |
|
|
2019
Q1 | $45K | Hold |
204
| – | – | 0.01% | 586 |
|
|
2018
Q4 | $39K | Sell |
204
-5
| -2% | -$956 | 0.01% | 555 |
|
|
2018
Q3 | $50K | Buy |
209
+5
| +2% | +$1.2K | 0.01% | 545 |
|
|
2018
Q2 | $64K | Buy |
204
+189
| +1,260% | +$59.3K | 0.01% | 497 |
|
|
2018
Q1 | $4K | Buy |
15
+11
| +275% | +$2.93K | ﹤0.01% | 1229 |
|
|
2017
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1371 |
|
|
2017
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1165 |
|