Stratos Wealth Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-913
| Closed | -$361K | – | 1255 |
|
|
2022
Q2 | $361K | Sell |
913
-275
| -23% | -$109K | 0.01% | 851 |
|
|
2022
Q1 | $665K | Buy |
1,188
+100
| +9% | +$56K | 0.01% | 697 |
|
|
2021
Q4 | $738K | Buy |
1,088
+119
| +12% | +$80.7K | 0.02% | 669 |
|
|
2021
Q3 | $627K | Buy |
969
+517
| +114% | +$335K | 0.02% | 676 |
|
|
2021
Q2 | $252K | Sell |
452
-2,139
| -83% | -$1.19M | 0.01% | 1040 |
|
|
2021
Q1 | $1.28M | Buy |
+2,591
| New | +$1.28M | 0.04% | 437 |
|
|
2018
Q4 | – | Sell |
-471
| Closed | -$146K | – | 3027 |
|
|
2018
Q3 | $146K | Buy |
+471
| New | +$146K | 0.01% | 965 |
|
|
2018
Q2 | – | Sell |
-61
| Closed | -$15K | – | 3136 |
|
|
2018
Q1 | $15K | Hold |
61
| – | – | ﹤0.01% | 2149 |
|
|
2017
Q4 | $14K | Buy |
+61
| New | +$14K | ﹤0.01% | 2041 |
|