Endurance Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-165
| Closed | – | – | 675 |
|
|
2023
Q1 | $0 | Hold |
165
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $38K | Hold |
165
| – | – | 0.01% | 361 |
|
|
2022
Q3 | $55K | Hold |
165
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $65K | Hold |
165
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $92K | Hold |
165
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $112K | Hold |
165
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $107K | Hold |
165
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $91K | Hold |
165
| – | – | 0.01% | 298 |
|
|
2021
Q1 | $81K | Hold |
165
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $64K | Hold |
165
| – | – | 0.01% | 292 |
|
|
2020
Q3 | $40K | Hold |
165
| – | – | 0.01% | 332 |
|
|
2020
Q2 | $36K | Hold |
165
| – | – | 0.01% | 346 |
|
|
2020
Q1 | $25K | Hold |
165
| – | – | ﹤0.01% | 347 |
|
|
2019
Q4 | $41K | Hold |
165
| – | – | 0.01% | 303 |
|
|
2019
Q3 | $34K | Hold |
165
| – | – | 0.01% | 311 |
|
|
2019
Q2 | $37K | Hold |
165
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $37K | Hold |
165
| – | – | 0.01% | 289 |
|
|
2018
Q4 | $31K | Sell |
165
-100
| -38% | -$18.8K | 0.01% | 292 |
|
|
2018
Q3 | $82K | Hold |
265
| – | – | 0.01% | 232 |
|
|
2018
Q2 | $77K | Buy |
265
+100
| +61% | +$29.1K | 0.01% | 236 |
|
|
2018
Q1 | $40K | Hold |
165
| – | – | 0.01% | 306 |
|
|
2017
Q4 | $39K | Hold |
165
| – | – | 0.01% | 294 |
|
|
2017
Q3 | $31K | Hold |
165
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $29K | Buy |
+165
| New | +$29K | ﹤0.01% | 326 |
|