Forum Financial Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-741
| Closed | -$249K | – | 612 |
|
|
2022
Q3 | $249K | Hold |
741
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $293K | Buy |
741
+12
| +2% | +$4.75K | 0.01% | 365 |
|
|
2022
Q1 | $407K | Hold |
729
| – | – | 0.02% | 291 |
|
|
2021
Q4 | $494K | Buy |
+729
| New | +$494K | 0.03% | 253 |
|