NewEdge Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,414
| Closed | -$324K | – | 4373 |
|
|
2022
Q4 | $324K | Buy |
1,414
+679
| +92% | +$156K | 0.01% | 967 |
|
|
2022
Q3 | $247K | Sell |
735
-1,458
| -66% | -$490K | ﹤0.01% | 1290 |
|
|
2022
Q2 | $866K | Buy |
+2,193
| New | +$866K | 0.01% | 731 |
|
|
2022
Q1 | – | Sell |
-1,294
| Closed | -$877K | – | 1727 |
|
|
2021
Q4 | $877K | Buy |
+1,294
| New | +$877K | 0.01% | 797 |
|
|
2017
Q3 | – | Sell |
-95
| Closed | -$17.2K | – | 1362 |
|
|
2017
Q2 | $17.2K | Buy |
+95
| New | +$17.2K | ﹤0.01% | 783 |
|