SWRP
SIVB
Summit Wealth & Retirement Planning’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,937
| Closed | -$1.14M | – | 128 |
|
|
2020
Q4 | $1.14M | Sell |
2,937
-78
| -3% | -$30.2K | 0.43% | 43 |
|
|
2020
Q3 | $725K | Sell |
3,015
-125
| -4% | -$30.1K | 0.31% | 58 |
|
|
2020
Q2 | $677K | Sell |
3,140
-175
| -5% | -$37.7K | 0.32% | 58 |
|
|
2020
Q1 | $501K | Buy |
3,315
+500
| +18% | +$75.6K | 0.27% | 70 |
|
|
2019
Q4 | $707K | Sell |
2,815
-140
| -5% | -$35.2K | 0.31% | 65 |
|
|
2019
Q3 | $617K | Sell |
2,955
-65
| -2% | -$13.6K | 0.37% | 62 |
|
|
2019
Q2 | $678K | Sell |
3,020
-230
| -7% | -$51.6K | 0.4% | 59 |
|
|
2019
Q1 | $723K | Buy |
+3,250
| New | +$723K | 0.43% | 59 |
|