AWM
SIVB
Apollon 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 |
-1,023
| Closed | -$235K | – | 931 |
|
|
2022
Q4 | $235K | Buy |
+1,023
| New | +$235K | 0.02% | 737 |
|
|
2022
Q3 | – | Sell |
-1,265
| Closed | -$500K | – | 865 |
|
|
2022
Q2 | $500K | Buy |
1,265
+137
| +12% | +$54.2K | 0.04% | 428 |
|
|
2022
Q1 | $631K | Buy |
1,128
+143
| +15% | +$80K | 0.04% | 397 |
|
|
2021
Q4 | $668K | Sell |
985
-247
| -20% | -$168K | 0.05% | 395 |
|
|
2021
Q3 | $797K | Sell |
1,232
-36
| -3% | -$23.3K | 0.11% | 174 |
|
|
2021
Q2 | $706K | Buy |
+1,268
| New | +$706K | 0.13% | 164 |
|
|
2020
Q3 | – | Sell |
-114
| Closed | -$25K | – | 768 |
|
|
2020
Q2 | $25K | Buy |
+114
| New | +$25K | 0.01% | 338 |
|