Gradient Investments’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17
| Closed | -$6K | – | 1707 |
|
|
2022
Q3 | $6K | Buy |
17
+16
| +1,600% | +$5.65K | ﹤0.01% | 943 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q1 | $1K | Sell |
1
-50
| -98% | -$50K | ﹤0.01% | 1161 |
|
|
2021
Q4 | $35K | Buy |
51
+50
| +5,000% | +$34.3K | ﹤0.01% | 557 |
|
|
2021
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1359 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1211 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1283 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q3 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 1299 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1007 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1245 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 997 |
|