CWM
SIVB
Circle Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-897
| Closed | -$348K | – | 234 |
|
|
2020
Q4 | $348K | Sell |
897
-42
| -4% | -$16.3K | 0.05% | 179 |
|
|
2020
Q3 | $226K | Buy |
+939
| New | +$226K | 0.04% | 187 |
|
|
2020
Q1 | – | Sell |
-819
| Closed | -$206K | – | 220 |
|
|
2019
Q4 | $206K | Buy |
+819
| New | +$206K | 0.04% | 176 |
|