FWM
SIVB
Focused Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45
| Closed | -$11K | – | 781 |
|
|
2019
Q4 | $11K | Hold |
45
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $9K | Hold |
45
| – | – | ﹤0.01% | 489 |
|
|
2019
Q2 | $10K | Hold |
45
| – | – | ﹤0.01% | 501 |
|
|
2019
Q1 | $10K | Hold |
45
| – | – | ﹤0.01% | 460 |
|
|
2018
Q4 | $9K | Hold |
45
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $14K | Hold |
45
| – | – | ﹤0.01% | 405 |
|
|
2018
Q2 | $13K | Hold |
45
| – | – | ﹤0.01% | 407 |
|
|
2018
Q1 | $11K | Hold |
45
| – | – | ﹤0.01% | 461 |
|
|
2017
Q4 | $11K | Hold |
45
| – | – | ﹤0.01% | 455 |
|
|
2017
Q3 | $8K | Hold |
45
| – | – | ﹤0.01% | 463 |
|
|
2017
Q2 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 506 |
|