Optimum Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-80
| Closed | -$45K | – | 897 |
|
|
2022
Q1 | $45K | Buy |
+80
| New | +$45K | 0.02% | 456 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$12K | – | 968 |
|
|
2020
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 683 |
|
|
2020
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 692 |
|
|
2020
Q1 | $8K | Sell |
50
-330
| -87% | -$52.8K | ﹤0.01% | 715 |
|
|
2019
Q4 | $95K | Buy |
380
+325
| +591% | +$81.3K | 0.03% | 397 |
|
|
2019
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 788 |
|
|
2019
Q2 | $12K | Hold |
55
| – | – | ﹤0.01% | 762 |
|
|
2019
Q1 | $12K | Buy |
+55
| New | +$12K | ﹤0.01% | 782 |
|