NW
SIVB
NewEdge Wealth’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,219
| Closed | -$1.42M | – | 577 |
|
|
2022
Q3 | $1.42M | Sell |
4,219
-227
| -5% | -$76.2K | 0.07% | 236 |
|
|
2022
Q2 | $1.76M | Sell |
4,446
-49
| -1% | -$19.4K | 0.08% | 204 |
|
|
2022
Q1 | $2.52M | Sell |
4,495
-1,235
| -22% | -$691K | 0.11% | 140 |
|
|
2021
Q4 | $3.89M | Buy |
+5,730
| New | +$3.89M | 0.16% | 121 |
|
|
2021
Q2 | – | Sell |
-435
| Closed | -$215K | – | 337 |
|
|
2021
Q1 | $215K | Buy |
+435
| New | +$215K | 0.02% | 281 |
|