Key Financial Inc’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-159
| Closed | -$53.4K | – | 1230 |
|
|
2022
Q4 | $53.4K | Hold |
159
| – | – | 0.03% | 347 |
|
|
2022
Q3 | $53K | Hold |
159
| – | – | 0.02% | 354 |
|
|
2022
Q2 | $64K | Hold |
159
| – | – | 0.03% | 318 |
|
|
2022
Q1 | $89K | Hold |
159
| – | – | 0.04% | 276 |
|
|
2021
Q4 | $108K | Hold |
159
| – | – | 0.05% | 218 |
|
|
2021
Q3 | $103K | Hold |
159
| – | – | 0.06% | 221 |
|
|
2021
Q2 | $87K | Buy |
+159
| New | +$87K | 0.05% | 252 |
|