VIM
SIVB
VELA Investment Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,561
| Closed | -$359K | – | 146 |
|
|
2022
Q4 | $359K | Buy |
1,561
+469
| +43% | +$108K | 0.18% | 123 |
|
|
2022
Q3 | $367K | Buy |
1,092
+364
| +50% | +$122K | 0.21% | 115 |
|
|
2022
Q2 | $288K | Hold |
728
| – | – | 0.16% | 128 |
|
|
2022
Q1 | $407K | Buy |
728
+192
| +36% | +$107K | 0.26% | 98 |
|
|
2021
Q4 | $364K | Buy |
+536
| New | +$364K | 0.24% | 107 |
|