PWM
SIVB
Patriot Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-37,726
| Closed | -$4.4M | – | 65 |
|
|
2014
Q2 | $4.4M | Buy |
37,726
+182
| +0.5% | +$21.2K | 1.11% | 35 |
|
|
2014
Q1 | $4.84M | Buy |
37,544
+706
| +2% | +$90.9K | 1.29% | 30 |
|
|
2013
Q4 | $3.86M | Sell |
36,838
-315
| -0.8% | -$33K | 1.07% | 39 |
|
|
2013
Q3 | $3.21M | Sell |
37,153
-1,332
| -3% | -$115K | 0.95% | 44 |
|
|
2013
Q2 | $3.21M | Buy |
+38,485
| New | +$3.21M | 1.01% | 41 |
|