LWA
SIVB
Lenox Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $12K | Sell |
24
-3
| -11% | -$1.5K | ﹤0.01% | 461 |
|
|
2021
Q4 | $18K | Buy |
27
+3
| +13% | +$2K | ﹤0.01% | 424 |
|
|
2021
Q3 | $16K | Hold |
24
| – | – | ﹤0.01% | 407 |
|
|
2021
Q2 | $13K | Hold |
24
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $12K | Hold |
24
| – | – | ﹤0.01% | 390 |
|
|
2020
Q4 | $9K | Hold |
24
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $6K | Hold |
24
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $5K | Hold |
24
| – | – | ﹤0.01% | 448 |
|
|
2020
Q1 | $4K | Sell |
24
-36
| -60% | -$6K | ﹤0.01% | 472 |
|
|
2019
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 372 |
|
|
2019
Q3 | $13K | Hold |
60
| – | – | ﹤0.01% | 341 |
|
|
2019
Q2 | $13K | Hold |
60
| – | – | ﹤0.01% | 259 |
|
|
2019
Q1 | $13K | Hold |
60
| – | – | ﹤0.01% | 252 |
|
|
2018
Q4 | $11K | Sell |
60
-42
| -41% | -$7.7K | ﹤0.01% | 247 |
|
|
2018
Q3 | $32K | Hold |
102
| – | – | 0.01% | 172 |
|
|
2018
Q2 | $29K | Sell |
102
-25
| -20% | -$7.11K | 0.01% | 204 |
|
|
2018
Q1 | $30K | Buy |
127
+103
| +429% | +$24.3K | 0.01% | 220 |
|
|
2017
Q4 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 211 |
|