Concord Wealth Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7
| Closed | -$1.61K | – | 1275 |
|
|
2022
Q4 | $1.61K | Buy |
+7
| New | +$1.61K | ﹤0.01% | 988 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$3K | – | 1285 |
|
|
2022
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 981 |
|
|
2022
Q1 | $4K | Hold |
7
| – | – | ﹤0.01% | 994 |
|
|
2021
Q4 | $5K | Hold |
7
| – | – | ﹤0.01% | 969 |
|
|
2021
Q3 | $5K | Hold |
7
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $4K | Buy |
7
+2
| +40% | +$1.14K | ﹤0.01% | 795 |
|
|
2021
Q1 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 874 |
|