HWM
SIVB
Hohimer Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,252
| Closed | -$756K | – | 206 |
|
|
2022
Q3 | $756K | Sell |
2,252
-5
| -0.2% | -$1.68K | 0.24% | 112 |
|
|
2022
Q2 | $891K | Buy |
2,257
+49
| +2% | +$19.3K | 0.26% | 100 |
|
|
2022
Q1 | $1.24M | Sell |
2,208
-17
| -0.8% | -$9.51K | 0.24% | 115 |
|
|
2021
Q4 | $1.51M | Sell |
2,225
-1,001
| -31% | -$679K | 0.32% | 100 |
|
|
2021
Q3 | $2.09M | Sell |
3,226
-24
| -0.7% | -$15.5K | 0.44% | 85 |
|
|
2021
Q2 | $1.81M | Buy |
3,250
+65
| +2% | +$36.2K | 0.37% | 91 |
|
|
2021
Q1 | $1.57M | Sell |
3,185
-1,154
| -27% | -$570K | 0.38% | 84 |
|
|
2020
Q4 | $1.68M | Sell |
4,339
-124
| -3% | -$48.1K | 0.45% | 75 |
|
|
2020
Q3 | $1.21M | Buy |
4,463
+91
| +2% | +$24.6K | 0.34% | 98 |
|
|
2020
Q2 | $942K | Buy |
4,372
+255
| +6% | +$54.9K | 0.33% | 106 |
|
|
2020
Q1 | $793K | Sell |
4,117
-1,142
| -22% | -$220K | 0.34% | 113 |
|
|
2019
Q4 | $1.32M | Buy |
+5,259
| New | +$1.32M | 0.46% | 100 |
|