CWP
SIVB
CFM Wealth Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,426
| Closed | -$479K | – | 167 |
|
|
2022
Q3 | $479K | Buy |
1,426
+230
| +19% | +$77.3K | 0.15% | 99 |
|
|
2022
Q2 | $472K | Buy |
1,196
+317
| +36% | +$125K | 0.14% | 108 |
|
|
2022
Q1 | $492K | Buy |
+879
| New | +$492K | 0.12% | 113 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$15K | – | 516 |
|
|
2020
Q2 | $15K | Hold |
72
| – | – | 0.01% | 377 |
|
|
2020
Q1 | $11K | Sell |
72
-70
| -49% | -$10.7K | 0.01% | 428 |
|
|
2019
Q4 | $36K | Buy |
+142
| New | +$36K | 0.01% | 310 |
|