Vontobel Holding’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 |
-1,002
| Closed | -$217K | – | 1177 |
|
2022
Q4 | $217K | Buy |
1,002
+109
| +12% | +$23.6K | ﹤0.01% | 977 |
|
2022
Q3 | $300K | Sell |
893
-363
| -29% | -$122K | ﹤0.01% | 854 |
|
2022
Q2 | $505K | Sell |
1,256
-2,447
| -66% | -$984K | 0.01% | 713 |
|
2022
Q1 | $2.1M | Buy |
3,703
+2,259
| +156% | +$1.28M | 0.02% | 419 |
|
2021
Q4 | $981K | Sell |
1,444
-116
| -7% | -$78.8K | 0.01% | 637 |
|
2021
Q3 | $1.01M | Sell |
1,560
-1,583
| -50% | -$1.02M | 0.01% | 615 |
|
2021
Q2 | $1.75M | Buy |
3,143
+1,747
| +125% | +$973K | 0.02% | 468 |
|
2021
Q1 | $689K | Sell |
1,396
-75
| -5% | -$37K | 0.01% | 598 |
|
2020
Q4 | $742K | Buy |
+1,471
| New | +$742K | ﹤0.01% | 538 |
|