Glassman Wealth Services’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-126
| Closed | -$29K | – | 2046 |
|
|
2022
Q4 | $29K | Buy |
126
+64
| +103% | +$14.7K | 0.01% | 561 |
|
|
2022
Q3 | $21K | Buy |
62
+20
| +48% | +$6.77K | ﹤0.01% | 610 |
|
|
2022
Q2 | $17K | Buy |
42
+5
| +14% | +$2.02K | ﹤0.01% | 684 |
|
|
2022
Q1 | $21K | Buy |
37
+3
| +9% | +$1.7K | ﹤0.01% | 643 |
|
|
2021
Q4 | $23K | Buy |
34
+13
| +62% | +$8.79K | ﹤0.01% | 581 |
|
|
2021
Q3 | $14K | Buy |
21
+8
| +62% | +$5.33K | ﹤0.01% | 687 |
|
|
2021
Q2 | $7K | Buy |
13
+5
| +63% | +$2.69K | ﹤0.01% | 857 |
|
|
2021
Q1 | $4K | Buy |
8
+2
| +33% | +$1K | ﹤0.01% | 966 |
|
|
2020
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1301 |
|
|
2020
Q2 | $1K | Sell |
6
-4
| -40% | -$667 | ﹤0.01% | 1182 |
|
|
2020
Q1 | $2K | Sell |
10
-3
| -23% | -$600 | ﹤0.01% | 788 |
|
|
2019
Q4 | $3K | Buy |
13
+10
| +333% | +$2.31K | ﹤0.01% | 717 |
|
|
2019
Q3 | $1K | Sell |
3
-1
| -25% | -$333 | ﹤0.01% | 1004 |
|
|
2019
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 1024 |
|
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 993 |
|
|
2018
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 742 |
|