PPWM
SIVB
PFG Private Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-395
| Closed | -$156K | – | 380 |
|
|
2022
Q2 | $156K | Buy |
+395
| New | +$156K | 0.09% | 69 |
|
|
2022
Q1 | – | Sell |
-137
| Closed | -$93K | – | 367 |
|
|
2021
Q4 | $93K | Sell |
137
-20
| -13% | -$13.6K | 0.05% | 129 |
|
|
2021
Q3 | $102K | Buy |
+157
| New | +$102K | 0.06% | 69 |
|