LF
SIVB
Lee Financial’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4
| Closed | -$2K | – | 1047 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 705 |
|
|
2021
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 696 |
|
|
2021
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 648 |
|
|
2018
Q3 | – | Sell |
-63
| Closed | -$18K | – | 821 |
|
|
2018
Q2 | $18K | Sell |
63
-16
| -20% | -$4.57K | ﹤0.01% | 374 |
|
|
2018
Q1 | $19K | Sell |
79
-6
| -7% | -$1.44K | ﹤0.01% | 359 |
|
|
2017
Q4 | $20K | Hold |
85
| – | – | 0.01% | 254 |
|
|
2017
Q3 | $16K | Hold |
85
| – | – | 0.01% | 270 |
|
|
2017
Q2 | $15K | Hold |
85
| – | – | 0.01% | 276 |
|
|
2017
Q1 | $16K | Hold |
85
| – | – | 0.01% | 234 |
|
|
2016
Q4 | $15K | Buy |
+85
| New | +$15K | 0.01% | 247 |
|