GKWIM
SIVB
Gerber Kawasaki Wealth & Investment Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,293
| Closed | -$904K | – | 264 |
|
|
2022
Q2 | $904K | Sell |
2,293
-1,096
| -32% | -$432K | 0.09% | 119 |
|
|
2022
Q1 | $1.92M | Sell |
3,389
-4,899
| -59% | -$2.78M | 0.16% | 81 |
|
|
2021
Q4 | $5.66M | Buy |
8,288
+8,181
| +7,646% | +$5.59M | 0.45% | 44 |
|
|
2021
Q3 | $73K | Buy |
+107
| New | +$73K | 0.01% | 274 |
|