Ellevest Inc’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-554
| Closed | -$127K | – | 2140 |
|
|
2022
Q4 | $127K | Buy |
554
+349
| +170% | +$80.3K | 0.01% | 389 |
|
|
2022
Q3 | $69K | Sell |
205
-16
| -7% | -$5.39K | 0.01% | 501 |
|
|
2022
Q2 | $87K | Buy |
221
+47
| +27% | +$18.5K | 0.01% | 445 |
|
|
2022
Q1 | $97K | Buy |
174
+90
| +107% | +$50.2K | 0.01% | 412 |
|
|
2021
Q4 | $57K | Buy |
84
+79
| +1,580% | +$53.6K | 0.01% | 487 |
|
|
2021
Q3 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 1093 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$26K | – | 1491 |
|
|
2021
Q1 | $26K | Hold |
53
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $21K | Sell |
53
-24
| -31% | -$9.51K | ﹤0.01% | 625 |
|
|
2020
Q3 | $19K | Sell |
77
-8
| -9% | -$1.97K | ﹤0.01% | 536 |
|
|
2020
Q2 | $18K | Sell |
85
-47
| -36% | -$9.95K | ﹤0.01% | 510 |
|
|
2020
Q1 | $20K | Buy |
132
+33
| +33% | +$5K | 0.01% | 442 |
|
|
2019
Q4 | $25K | Buy |
+99
| New | +$25K | 0.01% | 378 |
|