BWM
SIVB
BerganKDV Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$690 | – | 1137 |
|
|
2022
Q4 | $690 | Hold |
3
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 954 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 962 |
|
|
2022
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 892 |
|
|
2021
Q4 | $2K | Hold |
3
| – | – | ﹤0.01% | 952 |
|
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 931 |
|
|
2021
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 931 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 898 |
|
|
2020
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 943 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 923 |
|