SSWM
SIVB
Sheets Smith Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,462
| Closed | -$765K | – | 352 |
|
|
2018
Q3 | $765K | Buy |
2,462
+438
| +22% | +$136K | 0.16% | 162 |
|
|
2018
Q2 | $584K | Buy |
2,024
+4
| +0.2% | +$1.15K | 0.14% | 171 |
|
|
2018
Q1 | $485K | Buy |
2,020
+8
| +0.4% | +$1.92K | 0.12% | 190 |
|
|
2017
Q4 | $470K | Buy |
2,012
+101
| +5% | +$23.6K | 0.11% | 198 |
|
|
2017
Q3 | $358K | Sell |
1,911
-12
| -0.6% | -$2.25K | 0.09% | 222 |
|
|
2017
Q2 | $338K | Sell |
1,923
-76
| -4% | -$13.4K | 0.09% | 213 |
|
|
2017
Q1 | $372K | Buy |
+1,999
| New | +$372K | 0.1% | 206 |
|