Vista Capital Partners’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-672
| Closed | -$226K | – | 88 |
|
|
2022
Q3 | $226K | Hold |
672
| – | – | 0.04% | 69 |
|
|
2022
Q2 | $265K | Hold |
672
| – | – | 0.04% | 65 |
|
|
2022
Q1 | $376K | Hold |
672
| – | – | 0.05% | 59 |
|
|
2021
Q4 | $456K | Hold |
672
| – | – | 0.06% | 50 |
|
|
2021
Q3 | $435K | Hold |
672
| – | – | 0.06% | 49 |
|
|
2021
Q2 | $374K | Hold |
672
| – | – | 0.05% | 55 |
|
|
2021
Q1 | $332K | Hold |
672
| – | – | 0.05% | 51 |
|
|
2020
Q4 | $261K | Buy |
+672
| New | +$261K | 0.04% | 57 |
|
|
2018
Q4 | – | Sell |
-672
| Closed | -$209K | – | 58 |
|
|
2018
Q3 | $209K | Buy |
+672
| New | +$209K | 0.04% | 56 |
|
|
2017
Q2 | – | Sell |
-1,110
| Closed | -$207K | – | 52 |
|
|
2017
Q1 | $207K | Sell |
1,110
-4,312
| -80% | -$804K | 0.05% | 48 |
|
|
2016
Q4 | $931K | Sell |
5,422
-511
| -9% | -$87.7K | 0.25% | 12 |
|
|
2016
Q3 | $656K | Buy |
+5,933
| New | +$656K | 0.19% | 17 |
|