Laird Norton Wetherby Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,093
| Closed | -$252K | – | 943 |
|
|
2022
Q4 | $252K | Buy |
+1,093
| New | +$252K | 0.02% | 737 |
|
|
2022
Q2 | – | Sell |
-436
| Closed | -$244K | – | 982 |
|
|
2022
Q1 | $244K | Sell |
436
-63
| -13% | -$35.3K | 0.01% | 784 |
|
|
2021
Q4 | $338K | Buy |
499
+13
| +3% | +$8.81K | 0.02% | 669 |
|
|
2021
Q3 | $314K | Buy |
486
+75
| +18% | +$48.5K | 0.02% | 683 |
|
|
2021
Q2 | $229K | Buy |
+411
| New | +$229K | 0.01% | 801 |
|
|
2020
Q1 | – | Sell |
-802
| Closed | -$201K | – | 764 |
|
|
2019
Q4 | $201K | Sell |
802
-1,492
| -65% | -$374K | 0.02% | 663 |
|
|
2019
Q3 | $479K | Sell |
2,294
-59
| -3% | -$12.3K | 0.05% | 416 |
|
|
2019
Q2 | $528K | Buy |
+2,353
| New | +$528K | 0.06% | 379 |
|