Modera 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 |
-1,455
| Closed | -$335K | – | 370 |
|
|
2022
Q4 | $335K | Hold |
1,455
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $489K | Sell |
1,455
-5
| -0.3% | -$1.68K | 0.02% | 186 |
|
|
2022
Q2 | $577K | Sell |
1,460
-5
| -0.3% | -$1.98K | 0.03% | 184 |
|
|
2022
Q1 | $820K | Sell |
1,465
-704
| -32% | -$394K | 0.04% | 167 |
|
|
2021
Q4 | $1.47M | Buy |
+2,169
| New | +$1.47M | 0.06% | 137 |
|