ERWM
SIVB
Elk River 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 |
-7,039
| Closed | -$2.36M | – | 109 |
|
|
2022
Q3 | $2.36M | Buy |
7,039
+618
| +10% | +$208K | 0.62% | 46 |
|
|
2022
Q2 | $2.54M | Buy |
6,421
+347
| +6% | +$137K | 0.64% | 47 |
|
|
2022
Q1 | $3.4M | Buy |
6,074
+4,422
| +268% | +$2.47M | 0.74% | 45 |
|
|
2021
Q4 | $1.12M | Buy |
+1,652
| New | +$1.12M | 0.25% | 57 |
|