AE Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,091
| Closed | -$481K | – | 2039 |
|
|
2022
Q4 | $481K | Buy |
2,091
+624
| +43% | +$144K | ﹤0.01% | 1331 |
|
|
2022
Q3 | $493K | Sell |
1,467
-10
| -0.7% | -$3.36K | ﹤0.01% | 1267 |
|
|
2022
Q2 | $583K | Buy |
1,477
+481
| +48% | +$190K | ﹤0.01% | 1119 |
|
|
2022
Q1 | $557K | Sell |
996
-758
| -43% | -$424K | ﹤0.01% | 1184 |
|
|
2021
Q4 | $1.19M | Buy |
1,754
+1,178
| +205% | +$799K | 0.01% | 870 |
|
|
2021
Q3 | $373K | Buy |
+576
| New | +$373K | ﹤0.01% | 1283 |
|
|
2021
Q2 | – | Sell |
-453
| Closed | -$224K | – | 1684 |
|
|
2021
Q1 | $224K | Buy |
+453
| New | +$224K | ﹤0.01% | 1365 |
|
|
2020
Q3 | – | Sell |
-1,179
| Closed | -$254K | – | 1397 |
|
|
2020
Q2 | $254K | Sell |
1,179
-279
| -19% | -$60.1K | ﹤0.01% | 1079 |
|
|
2020
Q1 | $220K | Buy |
+1,458
| New | +$220K | 0.01% | 974 |
|