DWM
SIVB
Dakota Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-754
| Closed | -$253K | – | 666 |
|
|
2022
Q3 | $253K | Hold |
754
| – | – | 0.02% | 448 |
|
|
2022
Q2 | $298K | Hold |
754
| – | – | 0.03% | 371 |
|
|
2022
Q1 | $422K | Sell |
754
-10
| -1% | -$5.6K | 0.03% | 312 |
|
|
2021
Q4 | $518K | Sell |
764
-3
| -0.4% | -$2.03K | 0.05% | 235 |
|
|
2021
Q3 | $496K | Hold |
767
| – | – | 0.06% | 226 |
|
|
2021
Q2 | $427K | Hold |
767
| – | – | 0.05% | 241 |
|
|
2021
Q1 | $379K | Buy |
767
+67
| +10% | +$33.1K | 0.05% | 237 |
|
|
2020
Q4 | $271K | Buy |
+700
| New | +$271K | 0.04% | 268 |
|