Wall Street Associates’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,238
| Closed | -$623K | – | 309 |
|
|
2015
Q4 | $623K | Buy |
5,238
+2,339
| +81% | +$278K | 0.18% | 185 |
|
|
2015
Q3 | $335K | Sell |
2,899
-3,449
| -54% | -$399K | 0.06% | 276 |
|
|
2015
Q2 | $914K | Sell |
6,348
-181
| -3% | -$26.1K | 0.09% | 218 |
|
|
2015
Q1 | $829K | Hold |
6,529
| – | – | 0.08% | 222 |
|
|
2014
Q4 | $758K | Sell |
6,529
-1,314
| -17% | -$153K | 0.07% | 222 |
|
|
2014
Q3 | $879K | Buy |
7,843
+613
| +8% | +$68.7K | 0.09% | 211 |
|
|
2014
Q2 | $843K | Buy |
+7,230
| New | +$843K | 0.07% | 223 |
|