Valley National Advisers’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 |
-128
| Closed | -$32K | – | 1003 |
|
|
2022
Q4 | $32K | Buy |
128
+26
| +25% | +$6.5K | 0.01% | 439 |
|
|
2022
Q3 | $34K | Buy |
102
+16
| +19% | +$5.33K | 0.01% | 431 |
|
|
2022
Q2 | $36K | Buy |
86
+22
| +34% | +$9.21K | 0.01% | 395 |
|
|
2022
Q1 | $36K | Buy |
64
+27
| +73% | +$15.2K | 0.01% | 435 |
|
|
2021
Q4 | $25K | Buy |
37
+2
| +6% | +$1.35K | ﹤0.01% | 476 |
|
|
2021
Q3 | $23K | Buy |
35
+6
| +21% | +$3.94K | ﹤0.01% | 468 |
|
|
2021
Q2 | $16K | Buy |
29
+13
| +81% | +$7.17K | ﹤0.01% | 523 |
|
|
2021
Q1 | $8K | Buy |
+16
| New | +$8K | ﹤0.01% | 581 |
|