Lido Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,186
| Closed | -$2.8M | – | 1075 |
|
|
2022
Q4 | $2.8M | Buy |
12,186
+6,085
| +100% | +$1.4M | 0.03% | 222 |
|
|
2022
Q3 | $2.05M | Buy |
+6,101
| New | +$2.05M | 0.03% | 239 |
|
|
2022
Q2 | – | Sell |
-495
| Closed | -$276K | – | 970 |
|
|
2022
Q1 | $276K | Sell |
495
-380
| -43% | -$212K | ﹤0.01% | 748 |
|
|
2021
Q4 | $593K | Buy |
875
+483
| +123% | +$327K | 0.01% | 494 |
|
|
2021
Q3 | $253K | Buy |
+392
| New | +$253K | ﹤0.01% | 710 |
|