Financial Architects (New Jersey)’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8
| Closed | -$2K | – | 850 |
|
|
2020
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 819 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 836 |
|
|
2019
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 860 |
|
|
2019
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 916 |
|
|
2019
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 1224 |
|
|
2018
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1230 |
|