B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $309 | Sell |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $526K | Sell |
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|
2021
Q2 | $536K | Sell |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $663K | Sell |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $374K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $346K | Sell |
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|
2019
Q2 | $557 | Sell |
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|
2019
Q1 | $605K | Hold |
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|
2018
Q4 | $516K | Sell |
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|
2018
Q3 | $981K | Buy |
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