LWM
SIVB
Lyell Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,515
| Closed | -$349K | – | 205 |
|
|
2022
Q4 | $349K | Hold |
1,515
| – | – | 0.06% | 156 |
|
|
2022
Q3 | $509K | Sell |
1,515
-7
| -0.5% | -$2.35K | 0.09% | 129 |
|
|
2022
Q2 | $601K | Sell |
1,522
-1
| -0.1% | -$395 | 0.1% | 125 |
|
|
2022
Q1 | $852K | Buy |
1,523
+5
| +0.3% | +$2.8K | 0.11% | 112 |
|
|
2021
Q4 | $1.03M | Sell |
1,518
-16
| -1% | -$10.9K | 0.12% | 106 |
|
|
2021
Q3 | $992K | Sell |
1,534
-6
| -0.4% | -$3.88K | 0.12% | 103 |
|
|
2021
Q2 | $857K | Buy |
1,540
+33
| +2% | +$18.4K | 0.11% | 113 |
|
|
2021
Q1 | $744K | Buy |
1,507
+4
| +0.3% | +$1.98K | 0.11% | 110 |
|
|
2020
Q4 | $583K | Buy |
1,503
+3
| +0.2% | +$1.16K | 0.09% | 102 |
|
|
2020
Q3 | $361K | Hold |
1,500
| – | – | 0.07% | 108 |
|
|
2020
Q2 | $323K | Hold |
1,500
| – | – | 0.07% | 106 |
|
|
2020
Q1 | $227K | Hold |
1,500
| – | – | 0.07% | 112 |
|
|
2019
Q4 | $377K | Hold |
1,500
| – | – | 0.1% | 93 |
|
|
2019
Q3 | $313K | Hold |
1,500
| – | – | 0.09% | 100 |
|
|
2019
Q2 | $337K | Sell |
1,500
-50
| -3% | -$11.2K | 0.1% | 98 |
|
|
2019
Q1 | $345K | Buy |
1,550
+50
| +3% | +$11.1K | 0.12% | 100 |
|
|
2018
Q4 | $285K | Hold |
1,500
| – | – | 0.12% | 96 |
|
|
2018
Q3 | $466K | Buy |
+1,500
| New | +$466K | 0.16% | 86 |
|