Golden State Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-159
| Closed | -$24K | – | 1023 |
|
|
2020
Q1 | $24K | Buy |
+159
| New | +$24K | 0.01% | 475 |
|
|
2019
Q4 | – | Sell |
-176
| Closed | -$37K | – | 1095 |
|
|
2019
Q3 | $37K | Sell |
176
-149
| -46% | -$31.3K | 0.01% | 495 |
|
|
2019
Q2 | $72K | Buy |
325
+34
| +12% | +$7.53K | 0.02% | 388 |
|
|
2019
Q1 | $65K | Buy |
+291
| New | +$65K | 0.02% | 393 |
|