SVB Wealth’s Xperi XPER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-13,037
| Closed | -$107K | – | 643 |
|
2024
Q2 | $107K | Sell |
13,037
-66
| -0.5% | -$542 | ﹤0.01% | 710 |
|
2024
Q1 | $158K | Buy |
13,103
+184
| +1% | +$2.22K | ﹤0.01% | 791 |
|
2023
Q4 | $142K | Buy |
12,919
+13
| +0.1% | +$143 | ﹤0.01% | 808 |
|
2023
Q3 | $127K | Buy |
+12,906
| New | +$127K | ﹤0.01% | 788 |
|