SWM
SIVB
Spire Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,712
| Closed | -$890 | – | 2507 |
|
|
2023
Q2 | $890 | Sell |
1,712
-183
| -10% | -$95 | ﹤0.01% | 2320 |
|
|
2023
Q1 | $1.72K | Buy |
1,895
+1,786
| +1,639% | +$1.63K | ﹤0.01% | 2291 |
|
|
2022
Q4 | $25K | Sell |
109
-39
| -26% | -$8.95K | ﹤0.01% | 1287 |
|
|
2022
Q3 | $50K | Sell |
148
-70
| -32% | -$23.6K | ﹤0.01% | 950 |
|
|
2022
Q2 | $86K | Sell |
218
-17,561
| -99% | -$6.93M | ﹤0.01% | 1089 |
|
|
2022
Q1 | $9.96M | Sell |
17,779
-2,543
| -13% | -$1.42M | 0.27% | 99 |
|
|
2021
Q4 | $13.8M | Buy |
20,322
+2,011
| +11% | +$1.37M | 0.31% | 93 |
|
|
2021
Q3 | $11.9M | Buy |
18,311
+710
| +4% | +$460K | 0.31% | 90 |
|
|
2021
Q2 | $9.8M | Buy |
17,601
+744
| +4% | +$414K | 0.27% | 108 |
|
|
2021
Q1 | $8.3M | Buy |
+16,857
| New | +$8.3M | 0.22% | 117 |
|