HWA
SIVB
HHM Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-58
| Closed | -$19K | – | 761 |
|
|
2022
Q3 | $19K | Hold |
58
| – | – | 0.01% | 355 |
|
|
2022
Q2 | $23K | Hold |
58
| – | – | 0.01% | 409 |
|
|
2022
Q1 | $32K | Hold |
58
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $39K | Hold |
58
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $38K | Hold |
58
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $32K | Buy |
58
+56
| +2,800% | +$30.9K | 0.01% | 347 |
|
|
2021
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 579 |
|
|
2020
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 529 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 551 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 542 |
|