Evoke Wealth’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29
| Closed | -$10K | – | 1241 |
|
|
2022
Q3 | $10K | Sell |
29
-8
| -22% | -$2.76K | ﹤0.01% | 763 |
|
|
2022
Q2 | $15K | Hold |
37
| – | – | ﹤0.01% | 711 |
|
|
2022
Q1 | $21K | Buy |
37
+10
| +37% | +$5.68K | ﹤0.01% | 652 |
|
|
2021
Q4 | $18K | Sell |
27
-3
| -10% | -$2K | ﹤0.01% | 698 |
|
|
2021
Q3 | $19K | Sell |
30
-7
| -19% | -$4.43K | ﹤0.01% | 648 |
|
|
2021
Q2 | $21K | Buy |
37
+6
| +19% | +$3.41K | ﹤0.01% | 655 |
|
|
2021
Q1 | $15K | Hold |
31
| – | – | ﹤0.01% | 637 |
|
|
2020
Q4 | $12K | Hold |
31
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $7K | Hold |
31
| – | – | ﹤0.01% | 617 |
|
|
2020
Q2 | $7K | Buy |
31
+2
| +7% | +$452 | ﹤0.01% | 615 |
|
|
2020
Q1 | $4.38K | Sell |
29
-484
| -94% | -$73.1K | ﹤0.01% | 640 |
|
|
2019
Q4 | $129K | Buy |
513
+114
| +29% | +$28.6K | 0.02% | 291 |
|
|
2019
Q3 | $83.4K | Buy |
+399
| New | +$83.4K | 0.01% | 399 |
|