WF
SIVB
Welch & Forbes’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-950
| Closed | -$219K | – | 379 |
|
|
2022
Q4 | $219K | Sell |
950
-650
| -41% | -$150K | ﹤0.01% | 351 |
|
|
2022
Q3 | $537K | Hold |
1,600
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $632K | Hold |
1,600
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $895K | Hold |
1,600
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $1.09M | Hold |
1,600
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $1.04M | Hold |
1,600
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $890K | Sell |
1,600
-180
| -10% | -$100K | 0.02% | 234 |
|
|
2021
Q1 | $879K | Sell |
1,780
-40
| -2% | -$19.8K | 0.02% | 225 |
|
|
2020
Q4 | $706K | Buy |
1,820
+830
| +84% | +$322K | 0.01% | 241 |
|
|
2020
Q3 | $239K | Hold |
990
| – | – | 0.01% | 327 |
|
|
2020
Q2 | $214K | Buy |
+990
| New | +$214K | 0.01% | 338 |
|
|
2020
Q1 | – | Sell |
-1,025
| Closed | -$257K | – | 362 |
|
|
2019
Q4 | $257K | Buy |
+1,025
| New | +$257K | 0.01% | 323 |
|
|
2019
Q3 | – | Sell |
-950
| Closed | -$213K | – | 357 |
|
|
2019
Q2 | $213K | Sell |
950
-1
| -0.1% | -$224 | 0.01% | 333 |
|
|
2019
Q1 | $211K | Buy |
+951
| New | +$211K | 0.01% | 333 |
|
|
2018
Q4 | – | Sell |
-950
| Closed | -$295K | – | 366 |
|
|
2018
Q3 | $295K | Hold |
950
| – | – | 0.01% | 311 |
|
|
2018
Q2 | $274K | Hold |
950
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $228K | Hold |
950
| – | – | 0.01% | 332 |
|
|
2017
Q4 | $222K | Buy |
+950
| New | +$222K | 0.01% | 321 |
|