Winfield Associates’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-25
| Closed | -$6K | – | 804 |
|
|
2017
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 507 |
|
|
2017
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 508 |
|
|
2017
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 609 |
|
|
2017
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2016
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 484 |
|
|
2016
Q3 | $3K | Buy |
25
+5
| +25% | +$600 | ﹤0.01% | 517 |
|
|
2016
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 569 |
|
|
2016
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 537 |
|