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