First Trust Direct Indexing’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,978
| Closed | -$455K | – | 730 |
|
|
2022
Q4 | $455K | Buy |
+1,978
| New | +$455K | 0.06% | 408 |
|
|
2022
Q3 | – | Sell |
-534
| Closed | -$211K | – | 684 |
|
|
2022
Q2 | $211K | Sell |
534
-42
| -7% | -$16.6K | 0.03% | 567 |
|
|
2022
Q1 | $322K | Sell |
576
-13
| -2% | -$7.27K | 0.04% | 482 |
|
|
2021
Q4 | $399K | Sell |
589
-8
| -1% | -$5.42K | 0.05% | 413 |
|
|
2021
Q3 | $386K | Buy |
+597
| New | +$386K | 0.05% | 408 |
|
|
2021
Q1 | – | Sell |
-75
| Closed | -$29K | – | 1111 |
|
|
2020
Q4 | $29K | Buy |
+75
| New | +$29K | 0.01% | 837 |
|