RMR Wealth Builders’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-814
| Closed | -$273K | – | 202 |
|
|
2022
Q3 | $273K | Buy |
+814
| New | +$273K | 0.07% | 149 |
|
|
2022
Q2 | – | Sell |
-480
| Closed | -$269K | – | 225 |
|
|
2022
Q1 | $269K | Buy |
+480
| New | +$269K | 0.06% | 169 |
|
|
2021
Q4 | – | Sell |
-480
| Closed | -$311K | – | 210 |
|
|
2021
Q3 | $311K | Hold |
480
| – | – | 0.09% | 135 |
|
|
2021
Q2 | $267K | Hold |
480
| – | – | 0.09% | 148 |
|
|
2021
Q1 | $237K | Hold |
480
| – | – | 0.06% | 166 |
|
|
2020
Q4 | $186K | Buy |
+480
| New | +$186K | 0.09% | 157 |
|
|
2020
Q3 | – | Sell |
-480
| Closed | -$103K | – | 501 |
|
|
2020
Q2 | $103K | Buy |
+480
| New | +$103K | 0.09% | 167 |
|