Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-55
| Closed | -$17.2K | – | 846 |
|
|
2018
Q3 | $17.2K | Hold |
55
| – | – | 0.01% | 389 |
|
|
2018
Q2 | $16.1K | Sell |
55
-2
| -4% | -$584 | 0.01% | 452 |
|
|
2018
Q1 | $13.3K | Sell |
57
-6
| -10% | -$1.4K | 0.01% | 480 |
|
|
2017
Q4 | $15.3K | Sell |
63
-23
| -27% | -$5.6K | 0.01% | 470 |
|
|
2017
Q3 | $16.2K | Hold |
86
| – | – | 0.01% | 439 |
|
|
2017
Q2 | $15.6K | Buy |
86
+7
| +9% | +$1.27K | 0.01% | 428 |
|
|
2017
Q1 | $14.1K | Buy |
79
+9
| +13% | +$1.6K | 0.01% | 418 |
|
|
2016
Q4 | $12.4K | Buy |
+70
| New | +$12.4K | 0.01% | 352 |
|