Carson Wealth (CWM LLC)’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,110
| Closed | -$255K | – | 4496 |
|
|
2022
Q4 | $255K | Buy |
1,110
+625
| +129% | +$144K | ﹤0.01% | 1015 |
|
|
2022
Q3 | $163K | Buy |
485
+7
| +1% | +$2.35K | ﹤0.01% | 1130 |
|
|
2022
Q2 | $189K | Buy |
478
+132
| +38% | +$52.2K | ﹤0.01% | 1062 |
|
|
2022
Q1 | $194K | Buy |
346
+202
| +140% | +$113K | ﹤0.01% | 1045 |
|
|
2021
Q4 | $98K | Buy |
+144
| New | +$98K | ﹤0.01% | 1301 |
|
|
2021
Q2 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2021
Q1 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2020
Q4 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2020
Q3 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2020
Q2 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2020
Q1 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2019
Q4 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2019
Q3 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2019
Q2 | $8K | Hold |
15
| – | – | ﹤0.01% | 2216 |
|
|
2019
Q1 | $8K | Buy |
15
+9
| +150% | +$4.8K | ﹤0.01% | 2216 |
|
|
2018
Q4 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 2058 |
|
|
2018
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1591 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1839 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1382 |
|