Evolution Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-27
| Closed | -$17K | – | 682 |
|
|
2021
Q3 | $17K | Hold |
27
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $15K | Hold |
27
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $13K | Sell |
27
-1
| -4% | -$481 | ﹤0.01% | 378 |
|
|
2020
Q4 | $11K | Hold |
28
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $7K | Hold |
28
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 354 |
|