JWM
SIVB
Jacobus Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.68M | Hold |
9,000
| – | – | 0.44% | 51 |
|
|
2017
Q2 | $1.58M | Hold |
9,000
| – | – | 0.43% | 52 |
|
|
2017
Q1 | $1.68M | Hold |
9,000
| – | – | 0.47% | 50 |
|
|
2016
Q4 | $1.55M | Hold |
9,000
| – | – | 0.45% | 52 |
|
|
2016
Q3 | $995K | Hold |
9,000
| – | – | 0.29% | 67 |
|
|
2016
Q2 | $856K | Hold |
9,000
| – | – | 0.26% | 73 |
|
|
2016
Q1 | $918K | Hold |
9,000
| – | – | 0.27% | 79 |
|
|
2015
Q4 | $1.07M | Hold |
9,000
| – | – | 0.31% | 68 |
|
|
2015
Q3 | $1.04M | Hold |
9,000
| – | – | 0.3% | 69 |
|
|
2015
Q2 | $1.3M | Hold |
9,000
| – | – | 0.32% | 63 |
|
|
2015
Q1 | $1.14M | Hold |
9,000
| – | – | 0.3% | 69 |
|
|
2014
Q4 | $1.05M | Hold |
9,000
| – | – | 0.27% | 73 |
|
|
2014
Q3 | $1.01M | Hold |
9,000
| – | – | 0.28% | 78 |
|
|
2014
Q2 | $1.05M | Hold |
9,000
| – | – | 0.27% | 79 |
|
|
2014
Q1 | $1.16M | Hold |
9,000
| – | – | 0.28% | 72 |
|
|
2013
Q4 | $944K | Hold |
9,000
| – | – | 0.27% | 80 |
|
|
2013
Q3 | $777K | Hold |
9,000
| – | – | 0.27% | 70 |
|
|
2013
Q2 | $750K | Buy |
+9,000
| New | +$750K | 0.27% | 73 |
|