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
2017
Q2
$1.58M Hold
2017
Q1
$1.68M Hold
2016
Q4
$1.54M Hold
2016
Q3
$995K Hold
2016
Q2
$856K Hold
2016
Q1
$918K Hold
2015
Q4
$1.07M Hold
2015
Q3
$1.04M Hold
2015
Q2
$1.3M Hold
2015
Q1
$1.14M Hold
2014
Q4
$1.04M Hold
2014
Q3
$1.01M Hold
2014
Q2
$1.05M Hold
2014
Q1
$1.16M Hold
2013
Q4
$944K Hold
2013
Q3
$777K Hold
2013
Q2
$750K Buy