Liberty Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-33
| Closed | -$22K | – | 1226 |
|
|
2021
Q3 | $22K | Buy |
33
+4
| +14% | +$2.67K | 0.01% | 625 |
|
|
2021
Q2 | $16K | Sell |
29
-2
| -6% | -$1.1K | 0.01% | 560 |
|
|
2021
Q1 | $14K | Hold |
31
| – | – | 0.01% | 536 |
|
|
2020
Q4 | $14K | Hold |
31
| – | – | 0.01% | 533 |
|
|
2020
Q3 | $7K | Hold |
31
| – | – | ﹤0.01% | 583 |
|
|
2020
Q2 | $7K | Hold |
31
| – | – | ﹤0.01% | 561 |
|
|
2020
Q1 | $5K | Buy |
31
+2
| +7% | +$323 | ﹤0.01% | 600 |
|
|
2019
Q4 | $7K | Hold |
29
| – | – | 0.01% | 631 |
|
|
2019
Q3 | $6K | Hold |
29
| – | – | 0.01% | 621 |
|
|
2019
Q2 | $7K | Hold |
29
| – | – | 0.01% | 613 |
|
|
2019
Q1 | $6K | Buy |
29
+4
| +16% | +$828 | ﹤0.01% | 533 |
|
|
2018
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 616 |
|