Orion Portfolio Solutions’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-234
Closed -$50K 2412
2020
Q2
$50K Sell
234
-4
-2% -$855 ﹤0.01% 703
2020
Q1
$36K Buy
238
+160
+205% +$24.2K ﹤0.01% 673
2019
Q4
$20K Buy
+78
New +$20K ﹤0.01% 780