Heritage Wealth Management (Arizona)’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.98K | Buy |
26
+13
| +100% | +$2.99K | ﹤0.01% | 853 |
|
|
2022
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 804 |
|
|
2022
Q2 | $5.14K | Hold |
13
| – | – | ﹤0.01% | 765 |
|
|
2022
Q1 | $7K | Buy |
+13
| New | +$7K | ﹤0.01% | 768 |
|
|
2021
Q3 | $8K | Hold |
13
| – | – | ﹤0.01% | 689 |
|
|
2021
Q2 | $7K | Hold |
13
| – | – | ﹤0.01% | 714 |
|
|
2021
Q1 | $6K | Buy |
+13
| New | +$6K | ﹤0.01% | 639 |
|