Jacobus Wealth Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $1.68M | Hold |
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2017
Q2 | $1.58M | Hold |
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2017
Q1 | $1.68M | Hold |
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2016
Q4 | $1.54M | Hold |
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2016
Q3 | $995K | Hold |
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2016
Q2 | $856K | Hold |
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2016
Q1 | $918K | Hold |
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2015
Q4 | $1.07M | Hold |
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2015
Q3 | $1.04M | Hold |
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2015
Q2 | $1.3M | Hold |
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2015
Q1 | $1.14M | Hold |
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2014
Q4 | $1.04M | Hold |
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2014
Q3 | $1.01M | Hold |
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2014
Q2 | $1.05M | Hold |
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2014
Q1 | $1.16M | Hold |
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2013
Q4 | $944K | Hold |
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2013
Q3 | $777K | Hold |
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2013
Q2 | $750K | Buy |
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