MWM
SIVB
Mission 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 |
-1,374
| Closed | -$316K | – | 530 |
|
|
2022
Q4 | $316K | Sell |
1,374
-189
| -12% | -$43.5K | 0.02% | 397 |
|
|
2022
Q3 | $525K | Sell |
1,563
-35
| -2% | -$11.8K | 0.03% | 276 |
|
|
2022
Q2 | $631K | Buy |
1,598
+5
| +0.3% | +$1.97K | 0.03% | 258 |
|
|
2022
Q1 | $891K | Sell |
1,593
-55
| -3% | -$30.8K | 0.04% | 208 |
|
|
2021
Q4 | $1.12M | Sell |
1,648
-2,836
| -63% | -$1.92M | 0.05% | 172 |
|
|
2021
Q3 | $2.9M | Buy |
4,484
+2,615
| +140% | +$1.69M | 0.15% | 78 |
|
|
2021
Q2 | $1.04M | Sell |
1,869
-310
| -14% | -$172K | 0.06% | 160 |
|
|
2021
Q1 | $1.08M | Buy |
2,179
+367
| +20% | +$181K | 0.06% | 145 |
|
|
2020
Q4 | $703K | Buy |
1,812
+545
| +43% | +$211K | 0.04% | 181 |
|
|
2020
Q3 | $305K | Buy |
1,267
+59
| +5% | +$14.2K | 0.02% | 273 |
|
|
2020
Q2 | $260K | Buy |
+1,208
| New | +$260K | 0.02% | 274 |
|
|
2020
Q1 | – | Sell |
-1,038
| Closed | -$261K | – | 354 |
|
|
2019
Q4 | $261K | Buy |
1,038
+49
| +5% | +$12.3K | 0.03% | 276 |
|
|
2019
Q3 | $207K | Sell |
989
-58
| -6% | -$12.1K | 0.02% | 299 |
|
|
2019
Q2 | $235K | Buy |
1,047
+33
| +3% | +$7.41K | 0.03% | 274 |
|
|
2019
Q1 | $225K | Buy |
+1,014
| New | +$225K | 0.03% | 284 |
|
|
2018
Q4 | – | Sell |
-790
| Closed | -$246K | – | 302 |
|
|
2018
Q3 | $246K | Buy |
790
+42
| +6% | +$13.1K | 0.03% | 238 |
|
|
2018
Q2 | $216K | Buy |
+748
| New | +$216K | 0.03% | 243 |
|