Weld Capital Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,679
| Closed | -$1.31M | – | 717 |
|
|
2020
Q1 | $1.31M | Buy |
+8,679
| New | +$1.31M | 0.67% | 23 |
|
|
2019
Q4 | – | Sell |
-1,375
| Closed | -$287K | – | 1076 |
|
|
2019
Q3 | $287K | Buy |
+1,375
| New | +$287K | 0.05% | 582 |
|
|
2019
Q2 | – | Sell |
-1,238
| Closed | -$275K | – | 1045 |
|
|
2019
Q1 | $275K | Buy |
+1,238
| New | +$275K | 0.05% | 527 |
|