Wellington Shields Capital Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $178K | Sell |
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|
2022
Q1 | $5.23M | Buy |
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|
2021
Q4 | $6.09M | Sell |
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|
2021
Q3 | $5.86M | Buy |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $483K | Hold |
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|
2019
Q1 | $478K | Sell |
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|
2018
Q4 | $612K | Sell |
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|
2018
Q3 | $2.52M | Hold |
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|
2018
Q2 | $2.34M | Buy |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $351K | Buy |
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