Prestige Wealth Management Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16
| Closed | -$3.68K | – | 1177 |
|
|
2022
Q4 | $3.68K | Buy |
16
+11
| +220% | +$2.53K | ﹤0.01% | 688 |
|
|
2022
Q3 | $2K | Sell |
5
-2
| -29% | -$800 | ﹤0.01% | 797 |
|
|
2022
Q2 | $3K | Buy |
7
+4
| +133% | +$1.71K | ﹤0.01% | 720 |
|
|
2022
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $2K | Hold |
3
| – | – | ﹤0.01% | 852 |
|
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 847 |
|
|
2021
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 847 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 942 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 922 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$2K | – | 1311 |
|
|
2018
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 925 |
|