1WA
SIVB
180 Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-560
| Closed | -$326K | – | 399 |
|
|
2021
Q4 | $326K | Sell |
560
-473
| -46% | -$275K | 0.07% | 257 |
|
|
2021
Q3 | $713K | Buy |
1,033
+288
| +39% | +$199K | 0.16% | 132 |
|
|
2021
Q2 | $433K | Buy |
745
+70
| +10% | +$40.7K | 0.1% | 203 |
|
|
2021
Q1 | $385K | Buy |
+675
| New | +$385K | 0.1% | 209 |
|