Baystate Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$4 | – | 1107 |
|
|
2023
Q1 | $4 | Hold |
4
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 932 |
|
|
2022
Q3 | $1K | Sell |
4
-86
| -96% | -$21.5K | ﹤0.01% | 879 |
|
|
2022
Q2 | $36K | Hold |
90
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $50K | Hold |
90
| – | – | ﹤0.01% | 320 |
|
|
2021
Q4 | $61K | Hold |
90
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $58K | Hold |
90
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $50K | Hold |
90
| – | – | ﹤0.01% | 283 |
|
|
2021
Q1 | $44K | Buy |
90
+4
| +5% | +$1.96K | ﹤0.01% | 279 |
|
|
2020
Q4 | $33K | Hold |
86
| – | – | ﹤0.01% | 296 |
|
|
2020
Q3 | $21K | Hold |
86
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $19K | Hold |
86
| – | – | ﹤0.01% | 316 |
|
|
2020
Q1 | $13K | Hold |
86
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $22K | Sell |
86
-16
| -16% | -$4.09K | ﹤0.01% | 315 |
|
|
2019
Q3 | $21K | Hold |
102
| – | – | ﹤0.01% | 290 |
|
|
2019
Q2 | $23K | Hold |
102
| – | – | ﹤0.01% | 295 |
|
|
2019
Q1 | $26K | Hold |
102
| – | – | ﹤0.01% | 286 |
|
|
2018
Q4 | $24K | Sell |
102
-4
| -4% | -$941 | ﹤0.01% | 288 |
|
|
2018
Q3 | $32K | Sell |
106
-1
| -0.9% | -$302 | 0.01% | 252 |
|
|
2018
Q2 | $32K | Buy |
107
+35
| +49% | +$10.5K | ﹤0.01% | 245 |
|
|
2018
Q1 | $18K | Buy |
+72
| New | +$18K | ﹤0.01% | 300 |
|