IHT Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,612
| Closed | -$796K | – | 995 |
|
|
2021
Q1 | $796K | Buy |
+1,612
| New | +$796K | 0.06% | 325 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$3K | – | 1648 |
|
|
2018
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 1474 |
|
|
2017
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 1463 |
|
|
2017
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 1193 |
|
|
2017
Q2 | $72 | Hold |
14
| – | – | 0.03% | 419 |
|
|
2017
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1128 |
|
|
2016
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1080 |
|