Mascoma 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 |
-33
| Closed | -$7.6K | – | 729 |
|
|
2022
Q4 | $7.6K | Hold |
33
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $11K | Hold |
33
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $13K | Hold |
33
| – | – | ﹤0.01% | 395 |
|
|
2022
Q1 | $18K | Hold |
33
| – | – | 0.01% | 385 |
|
|
2021
Q4 | $22K | Buy |
+33
| New | +$22K | 0.01% | 322 |
|