HPWM
SIVB
Highland Private Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,191
| Closed | -$249K | – | 136 |
|
|
2019
Q3 | $249K | Buy |
1,191
+25
| +2% | +$5.23K | 0.07% | 93 |
|
|
2019
Q2 | $262K | Buy |
1,166
+5
| +0.4% | +$1.12K | 0.07% | 95 |
|
|
2019
Q1 | $258K | Sell |
1,161
-108
| -9% | -$24K | 0.08% | 88 |
|
|
2018
Q4 | $241K | Buy |
1,269
+6
| +0.5% | +$1.14K | 0.09% | 83 |
|
|
2018
Q3 | $392K | Buy |
1,263
+25
| +2% | +$7.76K | 0.13% | 65 |
|
|
2018
Q2 | $357K | Buy |
+1,238
| New | +$357K | 0.13% | 65 |
|