BSW
SIVB
Buckingham Strategic Wealth’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,240
| Closed | -$746K | – | 626 |
|
|
2022
Q4 | $746K | Buy |
3,240
+83
| +3% | +$19.1K | 0.01% | 313 |
|
|
2022
Q3 | $1.06M | Buy |
3,157
+6
| +0.2% | +$2.02K | 0.02% | 254 |
|
|
2022
Q2 | $1.25M | Sell |
3,151
-11
| -0.3% | -$4.35K | 0.02% | 237 |
|
|
2022
Q1 | $1.77M | Sell |
3,162
-8
| -0.3% | -$4.48K | 0.03% | 193 |
|
|
2021
Q4 | $2.15M | Sell |
3,170
-1
| -0% | -$678 | 0.04% | 170 |
|
|
2021
Q3 | $2.05M | Buy |
3,171
+25
| +0.8% | +$16.2K | 0.04% | 169 |
|
|
2021
Q2 | $1.75M | Sell |
3,146
-67
| -2% | -$37.3K | 0.04% | 186 |
|
|
2021
Q1 | $1.59M | Buy |
3,213
+3
| +0.1% | +$1.48K | 0.08% | 181 |
|
|
2020
Q4 | $1.25M | Sell |
3,210
-47
| -1% | -$18.2K | 0.07% | 198 |
|
|
2020
Q3 | $784K | Sell |
3,257
-2
| -0.1% | -$481 | 0.06% | 208 |
|
|
2020
Q2 | $702K | Buy |
+3,259
| New | +$702K | 0.07% | 182 |
|
|
2020
Q1 | – | Sell |
-805
| Closed | -$202K | – | 530 |
|
|
2019
Q4 | $202K | Buy |
+805
| New | +$202K | 0.02% | 440 |
|
|
2019
Q2 | – | Sell |
-929
| Closed | -$207K | – | 469 |
|
|
2019
Q1 | $207K | Buy |
+929
| New | +$207K | 0.03% | 387 |
|