JFS Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$2.99K | – | 2011 |
|
|
2022
Q4 | $2.99K | Sell |
13
-13
| -50% | -$2.99K | ﹤0.01% | 1214 |
|
|
2022
Q3 | $9K | Buy |
26
+7
| +37% | +$2.42K | ﹤0.01% | 786 |
|
|
2022
Q2 | $8K | Buy |
19
+4
| +27% | +$1.68K | ﹤0.01% | 855 |
|
|
2022
Q1 | $8K | Buy |
15
+3
| +25% | +$1.6K | ﹤0.01% | 898 |
|
|
2021
Q4 | $8K | Buy |
12
+7
| +140% | +$4.67K | ﹤0.01% | 730 |
|
|
2021
Q3 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 766 |
|