EWM
SIVB
Evermay 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 |
-22
| Closed | -$7K | – | 606 |
|
|
2022
Q3 | $7K | Hold |
22
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $9K | Hold |
22
| – | – | ﹤0.01% | 413 |
|
|
2022
Q1 | $12K | Sell |
22
-13
| -37% | -$7.09K | ﹤0.01% | 407 |
|
|
2021
Q4 | $24K | Hold |
35
| – | – | ﹤0.01% | 342 |
|
|
2021
Q3 | $23K | Buy |
+35
| New | +$23K | ﹤0.01% | 325 |
|