Carolinas Wealth Consulting’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$17K | – | 1118 |
|
|
2022
Q3 | $17K | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $20K | Buy |
50
+35
| +233% | +$14K | 0.01% | 451 |
|
|
2022
Q1 | $8K | Hold |
15
| – | – | ﹤0.01% | 653 |
|
|
2021
Q4 | $10K | Hold |
15
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $10K | Buy |
+15
| New | +$10K | ﹤0.01% | 591 |
|