IronBridge Private Wealth’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25
| Closed | -$17K | – | 322 |
|
|
2021
Q4 | $17K | Hold |
25
| – | – | 0.01% | 146 |
|
|
2021
Q3 | $16K | Hold |
25
| – | – | 0.01% | 117 |
|
|
2021
Q2 | $14K | Sell |
25
-50
| -67% | -$28K | 0.01% | 129 |
|
|
2021
Q1 | $37K | Hold |
75
| – | – | 0.02% | 66 |
|
|
2020
Q4 | $29K | Buy |
+75
| New | +$29K | 0.02% | 72 |
|