Advisornet Financial’s SVB Financial Group SIVB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-793
| Closed | -$183K | – | 2517 |
|
2022
Q4 | $183K | Buy |
793
+784
| +8,711% | +$180K | 0.02% | 490 |
|
2022
Q3 | $3K | Buy |
9
+5
| +125% | +$1.67K | ﹤0.01% | 1623 |
|
2022
Q2 | $2K | Sell |
4
-33
| -89% | -$16.5K | ﹤0.01% | 1742 |
|
2022
Q1 | $21K | Hold |
37
| – | – | ﹤0.01% | 1229 |
|
2021
Q4 | $25K | Sell |
37
-3
| -8% | -$2.03K | ﹤0.01% | 1230 |
|
2021
Q3 | $26K | Buy |
40
+3
| +8% | +$1.95K | ﹤0.01% | 1182 |
|
2021
Q2 | $21K | Hold |
37
| – | – | ﹤0.01% | 1204 |
|
2021
Q1 | $18K | Sell |
37
-245
| -87% | -$119K | ﹤0.01% | 1214 |
|
2020
Q4 | $109K | Hold |
282
| – | – | 0.01% | 659 |
|
2020
Q3 | $68K | Hold |
282
| – | – | 0.01% | 774 |
|
2020
Q2 | $61K | Sell |
282
-18
| -6% | -$3.89K | ﹤0.01% | 797 |
|
2020
Q1 | $45K | Sell |
300
-32
| -10% | -$4.8K | ﹤0.01% | 823 |
|
2019
Q4 | $83K | Sell |
332
-129
| -28% | -$32.3K | 0.01% | 734 |
|
2019
Q3 | $96K | Buy |
461
+35
| +8% | +$7.29K | 0.01% | 687 |
|
2019
Q2 | $96K | Buy |
426
+130
| +44% | +$29.3K | 0.01% | 621 |
|
2019
Q1 | $66K | Sell |
296
-22
| -7% | -$4.91K | 0.01% | 664 |
|
2018
Q4 | $60K | Buy |
318
+15
| +5% | +$2.83K | 0.01% | 644 |
|
2018
Q3 | $94K | Buy |
303
+20
| +7% | +$6.21K | 0.01% | 566 |
|
2018
Q2 | $82K | Buy |
283
+270
| +2,077% | +$78.2K | 0.01% | 574 |
|
2018
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 1295 |
|
2017
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 1165 |
|