EverSource Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-157
| Closed | -$36.1K | – | 2613 |
|
|
2022
Q4 | $36.1K | Buy |
157
+104
| +196% | +$23.9K | 0.01% | 879 |
|
|
2022
Q3 | $18K | Buy |
53
+21
| +66% | +$7.13K | ﹤0.01% | 945 |
|
|
2022
Q2 | $12K | Sell |
32
-1
| -3% | -$375 | ﹤0.01% | 1001 |
|
|
2022
Q1 | $19K | Sell |
33
-4
| -11% | -$2.3K | ﹤0.01% | 732 |
|
|
2021
Q4 | $25K | Buy |
+37
| New | +$25K | 0.01% | 605 |
|