SOA Wealth 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 |
-12
| Closed | -$11 | – | 985 |
|
|
2023
Q1 | $11 | Hold |
12
| – | – | ﹤0.01% | 964 |
|
|
2022
Q4 | $2.76K | Sell |
12
-2
| -14% | -$460 | ﹤0.01% | 702 |
|
|
2022
Q3 | $4K | Sell |
14
-1
| -7% | -$286 | ﹤0.01% | 648 |
|
|
2022
Q2 | $5K | Sell |
15
-77
| -84% | -$25.7K | ﹤0.01% | 605 |
|
|
2022
Q1 | $51K | Hold |
92
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $62K | Hold |
92
| – | – | 0.02% | 271 |
|
|
2021
Q3 | $59K | Sell |
92
-1
| -1% | -$641 | 0.02% | 285 |
|
|
2021
Q2 | $51K | Buy |
93
+41
| +79% | +$22.5K | 0.01% | 307 |
|
|
2021
Q1 | $25K | Sell |
52
-1
| -2% | -$481 | 0.01% | 370 |
|
|
2020
Q4 | $26K | Buy |
+53
| New | +$26K | 0.01% | 357 |
|