GW
SIVB
GW & Wade’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,128
| Closed | -$950K | – | 394 |
|
|
2022
Q4 | $950K | Buy |
4,128
+82
| +2% | +$18.9K | 0.04% | 200 |
|
|
2022
Q3 | $1.36M | Hold |
4,046
| – | – | 0.07% | 160 |
|
|
2022
Q2 | $1.6M | Buy |
4,046
+943
| +30% | +$372K | 0.07% | 155 |
|
|
2022
Q1 | $1.74M | Buy |
3,103
+7
| +0.2% | +$3.92K | 0.07% | 144 |
|
|
2021
Q4 | $2.1M | Hold |
3,096
| – | – | 0.09% | 132 |
|
|
2021
Q3 | $2M | Buy |
3,096
+18
| +0.6% | +$11.6K | 0.1% | 134 |
|
|
2021
Q2 | $1.71M | Hold |
3,078
| – | – | 0.08% | 146 |
|
|
2021
Q1 | $1.52M | Buy |
3,078
+325
| +12% | +$160K | 0.08% | 135 |
|
|
2020
Q4 | $1.07M | Buy |
2,753
+602
| +28% | +$234K | 0.06% | 137 |
|
|
2020
Q3 | $518K | Buy |
+2,151
| New | +$518K | 0.04% | 150 |
|
|
2018
Q3 | – | Sell |
-1,122
| Closed | -$324K | – | 248 |
|
|
2018
Q2 | $324K | Sell |
1,122
-406
| -27% | -$117K | 0.04% | 180 |
|
|
2018
Q1 | $367K | Buy |
+1,528
| New | +$367K | 0.04% | 163 |
|
|
2017
Q4 | – | Sell |
-1,189
| Closed | -$222K | – | 250 |
|
|
2017
Q3 | $222K | Buy |
+1,189
| New | +$222K | 0.03% | 216 |
|
|
2017
Q1 | – | Sell |
-1,787
| Closed | -$307K | – | 256 |
|
|
2016
Q4 | $307K | Buy |
+1,787
| New | +$307K | 0.05% | 172 |
|
|
2016
Q1 | – | Sell |
-2,886
| Closed | -$343K | – | 231 |
|
|
2015
Q4 | $343K | Buy |
+2,886
| New | +$343K | 0.07% | 148 |
|