BDO Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$30K | – | 804 |
|
|
2020
Q1 | $30K | Hold |
200
| – | – | 0.01% | 396 |
|
|
2019
Q4 | $50K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $42K | Hold |
200
| – | – | 0.01% | 332 |
|
|
2019
Q2 | $45K | Hold |
200
| – | – | 0.01% | 315 |
|
|
2019
Q1 | $44K | Sell |
200
-100
| -33% | -$22K | 0.01% | 296 |
|
|
2018
Q4 | $57K | Hold |
300
| – | – | 0.02% | 252 |
|
|
2018
Q3 | $93K | Buy |
300
+100
| +50% | +$31K | 0.03% | 220 |
|
|
2018
Q2 | $58K | Buy |
+200
| New | +$58K | 0.02% | 275 |
|
|
2017
Q3 | – | Sell |
-620
| Closed | -$109K | – | 590 |
|
|
2017
Q2 | $109K | Buy |
+620
| New | +$109K | 0.05% | 167 |
|