JOYN Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-271
| Closed | -$51K | – | 1762 |
|
|
2018
Q4 | $51K | Buy |
271
+140
| +107% | +$26.3K | 0.01% | 338 |
|
|
2018
Q3 | $41K | Buy |
131
+3
| +2% | +$939 | 0.01% | 452 |
|
|
2018
Q2 | $37K | Buy |
128
+122
| +2,033% | +$35.3K | 0.01% | 484 |
|
|
2018
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1289 |
|