Vestmark Advisory Solutions’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-633
| Closed | -$250K | – | 892 |
|
|
2022
Q2 | $250K | Sell |
633
-590
| -48% | -$233K | 0.01% | 743 |
|
|
2022
Q1 | $684K | Buy |
1,223
+88
| +8% | +$49.2K | 0.04% | 458 |
|
|
2021
Q4 | $770K | Buy |
1,135
+162
| +17% | +$110K | 0.04% | 424 |
|
|
2021
Q3 | $629K | Buy |
973
+607
| +166% | +$392K | 0.04% | 435 |
|
|
2021
Q2 | $204K | Buy |
+366
| New | +$204K | 0.01% | 752 |
|