One Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-85
| Closed | -$19K | – | 586 |
|
|
2019
Q1 | $19K | Buy |
+85
| New | +$19K | 0.02% | 273 |
|
|
2018
Q4 | – | Sell |
-474
| Closed | -$147K | – | 574 |
|
|
2018
Q3 | $147K | Sell |
474
-4
| -0.8% | -$1.24K | 0.11% | 156 |
|
|
2018
Q2 | $138K | Hold |
478
| – | – | 0.11% | 160 |
|
|
2018
Q1 | $115K | Sell |
478
-40
| -8% | -$9.62K | 0.1% | 161 |
|
|
2017
Q4 | $121K | Buy |
+518
| New | +$121K | 0.1% | 172 |
|