QPWM
SIVB
Quadrant Private Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-944
| Closed | -$217K | – | 267 |
|
|
2022
Q4 | $217K | Buy |
+944
| New | +$217K | 0.07% | 217 |
|
|
2022
Q2 | $252K | Buy |
638
+116
| +22% | +$45.8K | 0.1% | 168 |
|
|
2022
Q1 | $292K | Buy |
522
+134
| +35% | +$75K | 0.11% | 162 |
|
|
2021
Q4 | $263K | Buy |
388
+25
| +7% | +$16.9K | 0.1% | 172 |
|
|
2021
Q3 | $235K | Buy |
+363
| New | +$235K | 0.1% | 173 |
|