Rise Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$7 | – | 823 |
|
|
2023
Q1 | $7 | Sell |
8
-14
| -64% | -$12 | ﹤0.01% | 807 |
|
|
2022
Q4 | $5.06K | Hold |
22
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $7K | Buy |
22
+12
| +120% | +$3.82K | 0.01% | 406 |
|
|
2022
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 487 |
|
|
2022
Q1 | $6K | Hold |
10
| – | – | 0.01% | 408 |
|
|
2021
Q4 | $6.78K | Buy |
+10
| New | +$6.78K | 0.01% | 371 |
|