LFA
SIVB
Legacy Financial Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-91
| Closed | -$20K | – | 1060 |
|
|
2019
Q1 | $20K | Hold |
91
| – | – | 0.01% | 461 |
|
|
2018
Q4 | $17K | Buy |
91
+63
| +225% | +$11.8K | 0.01% | 447 |
|
|
2018
Q3 | $8K | Buy |
28
+2
| +8% | +$571 | ﹤0.01% | 602 |
|
|
2018
Q2 | $8K | Hold |
26
| – | – | ﹤0.01% | 613 |
|
|
2018
Q1 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 617 |
|