Integrated Advisors Network’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-866
| Closed | -$291K | – | 693 |
|
|
2022
Q3 | $291K | Buy |
866
+25
| +3% | +$8.4K | 0.02% | 514 |
|
|
2022
Q2 | $332K | Buy |
841
+40
| +5% | +$15.8K | 0.02% | 503 |
|
|
2022
Q1 | $448K | Sell |
801
-24
| -3% | -$13.4K | 0.03% | 466 |
|
|
2021
Q4 | $560K | Buy |
825
+68
| +9% | +$46.2K | 0.03% | 395 |
|
|
2021
Q3 | $490K | Buy |
757
+25
| +3% | +$16.2K | 0.03% | 405 |
|
|
2021
Q2 | $407K | Buy |
732
+10
| +1% | +$5.56K | 0.03% | 399 |
|
|
2021
Q1 | $356K | Buy |
722
+159
| +28% | +$78.4K | 0.03% | 391 |
|
|
2020
Q4 | $218K | Buy |
+563
| New | +$218K | 0.02% | 455 |
|