FSWA
SIVB
Financial Synergies Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17
| Closed | -$3.91K | – | 574 |
|
|
2023
Q4 | $3.91K | Buy |
+17
| New | +$3.91K | ﹤0.01% | 225 |
|
|
2023
Q1 | – | Sell |
-17
| Closed | -$3.91K | – | 515 |
|
|
2022
Q4 | $3.91K | Hold |
17
| – | – | ﹤0.01% | 225 |
|
|
2022
Q3 | $5.71K | Hold |
17
| – | – | ﹤0.01% | 184 |
|
|
2022
Q2 | $6.72K | Buy |
+17
| New | +$6.72K | ﹤0.01% | 185 |
|