Geneos Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50
| Closed | -$11.5K | – | 2137 |
|
|
2022
Q4 | $11.5K | Sell |
50
-10
| -17% | -$2.3K | ﹤0.01% | 1494 |
|
|
2022
Q3 | $20K | Sell |
60
-12
| -17% | -$4K | ﹤0.01% | 1331 |
|
|
2022
Q2 | $28K | Hold |
72
| – | – | ﹤0.01% | 1539 |
|
|
2022
Q1 | $40K | Buy |
72
+36
| +100% | +$20K | ﹤0.01% | 1483 |
|
|
2021
Q4 | $24K | Buy |
36
+4
| +13% | +$2.67K | ﹤0.01% | 1807 |
|
|
2021
Q3 | $21K | Sell |
32
-145
| -82% | -$95.2K | ﹤0.01% | 1903 |
|
|
2021
Q2 | $100K | Buy |
177
+2
| +1% | +$1.13K | ﹤0.01% | 1167 |
|
|
2021
Q1 | $100K | Sell |
175
-13
| -7% | -$7.43K | ﹤0.01% | 1313 |
|
|
2020
Q4 | $92K | Buy |
188
+88
| +88% | +$43.1K | ﹤0.01% | 1186 |
|
|
2020
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q2 | $20K | Sell |
100
-16
| -14% | -$3.2K | ﹤0.01% | 1631 |
|
|
2020
Q1 | $18K | Buy |
116
+79
| +214% | +$12.3K | ﹤0.01% | 1565 |
|
|
2019
Q4 | $9K | Hold |
37
| – | – | ﹤0.01% | 2034 |
|
|
2019
Q3 | $7K | Sell |
37
-35
| -49% | -$6.62K | ﹤0.01% | 2040 |
|
|
2019
Q2 | $16K | Hold |
72
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q1 | $16K | Sell |
72
-2
| -3% | -$444 | ﹤0.01% | 1684 |
|
|
2018
Q4 | $14K | Buy |
74
+29
| +64% | +$5.49K | ﹤0.01% | 1678 |
|
|
2018
Q3 | $13K | Buy |
45
+24
| +114% | +$6.93K | ﹤0.01% | 1771 |
|
|
2018
Q2 | $6K | Hold |
21
| – | – | ﹤0.01% | 1898 |
|
|
2018
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 1878 |
|
|
2017
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 1916 |
|
|
2017
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 1937 |
|
|
2017
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 1894 |
|
|
2017
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 1846 |
|
|
2016
Q4 | $3K | Sell |
21
-23
| -52% | -$3.29K | ﹤0.01% | 1814 |
|
|
2016
Q3 | $4K | Buy |
44
+21
| +91% | +$1.91K | ﹤0.01% | 1665 |
|
|
2016
Q2 | $2K | Sell |
23
-20
| -47% | -$1.74K | ﹤0.01% | 1719 |
|
|
2016
Q1 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 1582 |
|