SVB Wealth’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,721
| Closed | -$210K | – | 1686 |
|
|
2024
Q4 | $210K | Buy |
+2,721
| New | +$210K | ﹤0.01% | 666 |
|
|
2024
Q2 | – | Sell |
-3,588
| Closed | -$226K | – | 799 |
|
|
2024
Q1 | $226K | Sell |
3,588
-362
| -9% | -$22.8K | 0.01% | 723 |
|
|
2023
Q4 | $230K | Buy |
+3,950
| New | +$230K | 0.01% | 722 |
|
|
2023
Q2 | – | Sell |
-5,490
| Closed | -$300K | – | 977 |
|
|
2023
Q1 | $300K | Buy |
5,490
+686
| +14% | +$37.5K | ﹤0.01% | 723 |
|
|
2022
Q4 | $295K | Sell |
4,804
-880
| -15% | -$54K | ﹤0.01% | 750 |
|
|
2022
Q3 | $322K | Buy |
+5,684
| New | +$322K | ﹤0.01% | 672 |
|
|
2022
Q1 | – | Sell |
-3,198
| Closed | -$224K | – | 827 |
|
|
2021
Q4 | $224K | Buy |
+3,198
| New | +$224K | ﹤0.01% | 660 |
|