SVB Wealth’s Wag! PET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140,000
| Closed | -$245K | – | 899 |
|
|
2023
Q4 | $245K | Buy |
140,000
+70,000
| +100% | +$123K | 0.01% | 696 |
|
|
2023
Q3 | $137K | Hold |
70,000
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $147K | Hold |
70,000
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $157K | Buy |
70,000
+5,000
| +8% | +$11.2K | ﹤0.01% | 905 |
|
|
2022
Q4 | $200K | Buy |
65,000
+15,000
| +30% | +$46.2K | ﹤0.01% | 909 |
|
|
2022
Q3 | $103K | Buy |
+50,000
| New | +$103K | ﹤0.01% | 912 |
|