SW
SIVB
StrongBox Wealth’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-539
| Closed | -$213K | – | 84 |
|
|
2022
Q2 | $213K | Buy |
539
+4
| +0.7% | +$1.58K | 0.14% | 80 |
|
|
2022
Q1 | $299K | Sell |
535
-970
| -64% | -$542K | 0.17% | 78 |
|
|
2021
Q4 | $1.02M | Buy |
1,505
+160
| +12% | +$109K | 0.51% | 53 |
|
|
2021
Q3 | $870K | Buy |
1,345
+164
| +14% | +$106K | 0.49% | 52 |
|
|
2021
Q2 | $657K | Buy |
+1,181
| New | +$657K | 0.38% | 57 |
|