Lake Point Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $6K | Hold |
10
| – | – | ﹤0.01% | 236 |
|
|
2021
Q4 | $7K | Hold |
10
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $6K | Hold |
10
| – | – | ﹤0.01% | 233 |
|
|
2021
Q2 | $6K | Buy |
+10
| New | +$6K | ﹤0.01% | 236 |
|
|
2020
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 286 |
|
|
2019
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 453 |
|
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 569 |
|
|
2019
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 569 |
|
|
2018
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 713 |
|