Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $107K | Sell |
|
|||||
|
2022
Q3 | $159K | Hold |
|
|||||
|
2022
Q2 | $188K | Hold |
|
|||||
|
2022
Q1 | $266K | Buy |
|
|||||
|
2021
Q4 | $315K | Sell |
|
|||||
|
2021
Q3 | $317K | Hold |
|
|||||
|
2021
Q2 | $273K | Hold |
|
|||||
|
2021
Q1 | $242K | Hold |
|
|||||
|
2020
Q4 | $190K | Hold |
|
|||||
|
2020
Q3 | $118K | Hold |
|
|||||
|
2020
Q2 | $106K | Hold |
|
|||||
|
2020
Q1 | $74K | Hold |
|
|||||
|
2019
Q4 | $123K | Sell |
|
|||||
|
2019
Q3 | $105K | Sell |
|
|||||
|
2019
Q2 | $707K | Sell |
|
|||||
|
2019
Q1 | $847K | Sell |
|
|||||
|
2018
Q4 | $743K | Buy |
|
|||||
|
2018
Q3 | $998K | Sell |
|
|||||
|
2018
Q2 | $1.01M | Hold |
|
|||||
|
2018
Q1 | $838K | Buy |
|
|||||
|
2017
Q4 | $769K | Sell |
|
|||||
|
2017
Q3 | $663K | Sell |
|
|||||
|
2017
Q2 | $1.01M | Sell |
|
|||||
|
2017
Q1 | $5.04M | Sell |
|
|||||
|
2016
Q4 | $5M | Sell |
|
|||||
|
2016
Q3 | $3.45M | Sell |
|
|||||
|
2016
Q2 | $3.04M | Sell |
|
|||||
|
2016
Q1 | $3.29M | Buy |
|
|||||
|
2015
Q4 | $3.82M | Buy |
|
|||||
|
2015
Q3 | $3.47M | Buy |
|