Ascent Wealth Partners’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $373K | Buy |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $586K | Buy |
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|
2018
Q2 | $519K | Buy |
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|
2018
Q1 | $422K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $520K | Buy |
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|
2015
Q3 | $497K | Buy |
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|
2015
Q2 | $597K | Buy |
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|
2015
Q1 | $490K | Buy |
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|
2014
Q4 | $437K | Buy |
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|
2014
Q3 | $404K | Buy |
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|
2014
Q2 | $310K | Buy |
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