Clearstead Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-368
| Closed | -$84.7K | – | 1460 |
|
|
2022
Q4 | $84.7K | Hold |
368
| – | – | 0.01% | 530 |
|
|
2022
Q3 | $124K | Hold |
368
| – | – | 0.01% | 434 |
|
|
2022
Q2 | $145K | Sell |
368
-22
| -6% | -$8.67K | 0.01% | 426 |
|
|
2022
Q1 | $218K | Buy |
390
+22
| +6% | +$12.3K | 0.01% | 390 |
|
|
2021
Q4 | $250K | Sell |
368
-67
| -15% | -$45.5K | 0.02% | 354 |
|
|
2021
Q3 | $281K | Sell |
435
-5
| -1% | -$3.23K | 0.02% | 320 |
|
|
2021
Q2 | $245K | Buy |
440
+5
| +1% | +$2.78K | 0.02% | 318 |
|
|
2021
Q1 | $215K | Sell |
435
-56
| -11% | -$27.7K | 0.02% | 324 |
|
|
2020
Q4 | $190K | Hold |
491
| – | – | 0.02% | 325 |
|
|
2020
Q3 | $118K | Hold |
491
| – | – | 0.01% | 353 |
|
|
2020
Q2 | $106K | Buy |
491
+11
| +2% | +$2.38K | 0.01% | 344 |
|
|
2020
Q1 | $73K | Buy |
+480
| New | +$73K | 0.01% | 363 |
|