Optimum Investment Advisors Svb Financial Group Transaction History

Optimum Investment Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	SELL	$389.13 - $547.75 $31,130 - $43,820	-80 Closed	0 $0
Q1 2022 Apr 08, 2022	BUY	$494.35 - $737.77 $39,548 - $59,021	80 New	80 $45,000
Q4 2020 Jan 21, 2021	SELL	$245.3 - $387.83 $12,265 - $19,391	-50 Closed	0 $0
Q1 2020 Apr 21, 2020	SELL	$130.98 - $270.79 $43,223 - $89,360	-330 Reduced 86.84%	50 $8,000
Q4 2019 Jan 22, 2020	BUY	$188.33 - $254.21 $61,207 - $82,618	325 Added 590.91%	380 $95,000
Q1 2019 May 03, 2019	BUY	$189.64 - $250.81 $10,430 - $13,794	55 New	55 $12,000

137K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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