B. Riley Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $309 | Sell |
782
-10
| -1% | -$4 | ﹤0.01% | 525 |
|
|
2022
Q1 | $443K | Sell |
792
-16
| -2% | -$8.95K | 0.03% | 356 |
|
|
2021
Q4 | $548K | Sell |
808
-5
| -0.6% | -$3.39K | 0.04% | 326 |
|
|
2021
Q3 | $526K | Sell |
813
-150
| -16% | -$97K | 0.04% | 323 |
|
|
2021
Q2 | $536K | Sell |
963
-679
| -41% | -$378K | 0.06% | 226 |
|
|
2021
Q1 | $811K | Sell |
1,642
-67
| -4% | -$33.1K | 0.09% | 176 |
|
|
2020
Q4 | $663K | Sell |
1,709
-68
| -4% | -$26.4K | 0.09% | 178 |
|
|
2020
Q3 | $428K | Buy |
1,777
+44
| +3% | +$10.6K | 0.05% | 252 |
|
|
2020
Q2 | $374K | Buy |
+1,733
| New | +$374K | 0.04% | 263 |
|
|
2020
Q1 | – | Sell |
-1,463
| Closed | -$367K | – | 583 |
|
|
2019
Q4 | $367K | Sell |
1,463
-195
| -12% | -$48.9K | 0.06% | 257 |
|
|
2019
Q3 | $346K | Sell |
1,658
-822
| -33% | -$172K | 0.06% | 257 |
|
|
2019
Q2 | $557 | Sell |
2,480
-239
| -9% | -$54 | 0.09% | 196 |
|
|
2019
Q1 | $605K | Hold |
2,719
| – | – | 0.1% | 187 |
|
|
2018
Q4 | $516K | Sell |
2,719
-437
| -14% | -$82.9K | 0.11% | 181 |
|
|
2018
Q3 | $981K | Buy |
+3,156
| New | +$981K | 0.24% | 94 |
|