CWM
SIVB
Curi Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-532
| Closed | -$210K | – | 750 |
|
|
2022
Q2 | $210K | Buy |
532
+12
| +2% | +$4.74K | 0.04% | 112 |
|
|
2022
Q1 | $290K | Hold |
520
| – | – | 0.05% | 87 |
|
|
2021
Q4 | $352K | Hold |
520
| – | – | 0.06% | 83 |
|
|
2021
Q3 | $336K | Sell |
520
-272
| -34% | -$176K | 0.15% | 58 |
|
|
2021
Q2 | $440K | Hold |
792
| – | – | 0.22% | 47 |
|
|
2021
Q1 | $390K | Hold |
792
| – | – | 0.25% | 46 |
|
|
2020
Q4 | $307K | Buy |
+792
| New | +$307K | 0.22% | 58 |
|