BWP
SIVB
BSW Wealth Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,053
| Closed | -$472K | – | 341 |
|
|
2022
Q4 | $472K | Buy |
2,053
+666
| +48% | +$153K | 0.1% | 141 |
|
|
2022
Q3 | $466K | Buy |
1,387
+57
| +4% | +$19.2K | 0.11% | 125 |
|
|
2022
Q2 | $525K | Buy |
1,330
+363
| +38% | +$143K | 0.13% | 113 |
|
|
2022
Q1 | $541K | Buy |
967
+123
| +15% | +$68.8K | 0.14% | 115 |
|
|
2021
Q4 | $572K | Buy |
844
+80
| +10% | +$54.2K | 0.14% | 100 |
|
|
2021
Q3 | $494K | Buy |
764
+80
| +12% | +$51.7K | 0.14% | 108 |
|
|
2021
Q2 | $381K | Buy |
684
+112
| +20% | +$62.4K | 0.1% | 133 |
|
|
2021
Q1 | $282K | Sell |
572
-84
| -13% | -$41.4K | 0.08% | 149 |
|
|
2020
Q4 | $254K | Buy |
+656
| New | +$254K | 0.08% | 143 |
|
|
2018
Q4 | – | Sell |
-1,157
| Closed | -$360K | – | 151 |
|
|
2018
Q3 | $360K | Buy |
+1,157
| New | +$360K | 0.14% | 63 |
|