Winslow Evans & Crocker’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $11K | Buy |
+28
| New | +$11K | ﹤0.01% | 943 |
|
|
2018
Q2 | – | Sell |
-16
| Closed | -$3.6K | – | 1200 |
|
|
2018
Q1 | $3.6K | Hold |
16
| – | – | ﹤0.01% | 951 |
|
|
2017
Q4 | $3.51K | Sell |
16
-74
| -82% | -$16.2K | ﹤0.01% | 970 |
|
|
2017
Q3 | $16.7K | Buy |
90
+1
| +1% | +$185 | 0.01% | 704 |
|
|
2017
Q2 | $15.6K | Sell |
89
-3
| -3% | -$527 | ﹤0.01% | 805 |
|
|
2017
Q1 | $17.1K | Buy |
92
+22
| +31% | +$4.09K | 0.01% | 764 |
|
|
2016
Q4 | $11.8K | Sell |
70
-24
| -26% | -$4.06K | ﹤0.01% | 840 |
|
|
2016
Q3 | $10.3K | Hold |
94
| – | – | ﹤0.01% | 897 |
|
|
2016
Q2 | $8.85K | Sell |
94
-28
| -23% | -$2.64K | ﹤0.01% | 911 |
|
|
2016
Q1 | $12.5K | Sell |
122
-36
| -23% | -$3.67K | ﹤0.01% | 827 |
|
|
2015
Q4 | $18.7K | Buy |
158
+4
| +3% | +$473 | 0.01% | 764 |
|
|
2015
Q3 | $17.7K | Sell |
154
-3,250
| -95% | -$373K | 0.01% | 756 |
|
|
2015
Q2 | $490K | Buy |
+3,404
| New | +$490K | 0.14% | 171 |
|