BRWA
SIVB
B. Riley Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,224
| Closed | -$282K | – | 1648 |
|
|
2022
Q4 | $282K | Sell |
1,224
-51
| -4% | -$11.7K | 0.01% | 1076 |
|
|
2022
Q3 | $429K | Sell |
1,275
-239
| -16% | -$80.4K | 0.01% | 825 |
|
|
2022
Q2 | $598K | Sell |
1,514
-19
| -1% | -$7.51K | 0.03% | 585 |
|
|
2022
Q1 | $858K | Buy |
1,533
+473
| +45% | +$265K | 0.03% | 536 |
|
|
2021
Q4 | $720K | Buy |
1,060
+58
| +6% | +$39.4K | 0.02% | 640 |
|
|
2021
Q3 | $649K | Sell |
1,002
-48
| -5% | -$31.1K | 0.02% | 673 |
|
|
2021
Q2 | $584K | Sell |
1,050
-89
| -8% | -$49.5K | 0.02% | 695 |
|
|
2021
Q1 | $562K | Sell |
1,139
-207
| -15% | -$102K | 0.02% | 678 |
|
|
2020
Q4 | $523K | Buy |
+1,346
| New | +$523K | 0.03% | 529 |
|
|
2016
Q4 | – | Sell |
-3,018
| Closed | -$334K | – | 668 |
|
|
2016
Q3 | $334K | Buy |
+3,018
| New | +$334K | 0.07% | 374 |
|