Loring Wolcott & Coolidge Fiduciary Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-101
| Closed | -$91 | – | 678 |
|
|
2023
Q1 | $91 | Hold |
101
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $23.2K | Hold |
101
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $34K | Hold |
101
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $40K | Hold |
101
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $57K | Hold |
101
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $69K | Hold |
101
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $65K | Sell |
101
-9
| -8% | -$5.79K | ﹤0.01% | 435 |
|
|
2021
Q2 | $61K | Buy |
+110
| New | +$61K | ﹤0.01% | 456 |
|
|
2021
Q1 | – | Sell |
-101
| Closed | -$39K | – | 786 |
|
|
2020
Q4 | $39K | Hold |
101
| – | – | ﹤0.01% | 450 |
|
|
2020
Q3 | $24K | Hold |
101
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $22K | Hold |
101
| – | – | ﹤0.01% | 434 |
|
|
2020
Q1 | $15K | Sell |
101
-362
| -78% | -$53.8K | ﹤0.01% | 502 |
|
|
2019
Q4 | $116K | Hold |
463
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $97K | Buy |
463
+362
| +358% | +$75.8K | ﹤0.01% | 343 |
|
|
2019
Q2 | $23K | Sell |
101
-85
| -46% | -$19.4K | ﹤0.01% | 499 |
|
|
2019
Q1 | $41K | Hold |
186
| – | – | ﹤0.01% | 419 |
|
|
2018
Q4 | $35K | Buy |
+186
| New | +$35K | ﹤0.01% | 450 |
|