WCBA
SIVB
Weaver C. Barksdale & Associates’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $10K | Sell |
44
-11
| -20% | -$2.5K | 0.01% | 289 |
|
|
2017
Q3 | $10K | Buy |
55
+5
| +10% | +$909 | 0.01% | 281 |
|
|
2017
Q2 | $9K | Hold |
50
| – | – | 0.01% | 296 |
|
|
2017
Q1 | $9K | Hold |
50
| – | – | 0.01% | 304 |
|
|
2016
Q4 | $9K | Sell |
50
-11
| -18% | -$1.98K | 0.01% | 306 |
|
|
2016
Q3 | $7K | Sell |
61
-15
| -20% | -$1.72K | 0.01% | 341 |
|
|
2016
Q2 | $7K | Hold |
76
| – | – | 0.01% | 324 |
|
|
2016
Q1 | $8K | Buy |
76
+25
| +49% | +$2.63K | 0.01% | 325 |
|
|
2015
Q4 | $6K | Buy |
51
+5
| +11% | +$588 | ﹤0.01% | 369 |
|
|
2015
Q3 | $5K | Buy |
46
+5
| +12% | +$543 | ﹤0.01% | 394 |
|
|
2015
Q2 | $6K | Sell |
41
-17
| -29% | -$2.49K | ﹤0.01% | 378 |
|
|
2015
Q1 | $7K | Hold |
58
| – | – | 0.01% | 354 |
|
|
2014
Q4 | $7K | Sell |
58
-9
| -13% | -$1.09K | 0.01% | 337 |
|
|
2014
Q3 | $8K | Buy |
67
+5
| +8% | +$597 | 0.01% | 303 |
|
|
2014
Q2 | $7K | Buy |
62
+14
| +29% | +$1.58K | 0.01% | 338 |
|
|
2014
Q1 | $6K | Sell |
48
-7
| -13% | -$875 | 0.01% | 363 |
|
|
2013
Q4 | $6K | Hold |
55
| – | – | 0.01% | 372 |
|
|
2013
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 400 |
|
|
2013
Q2 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 393 |
|