SFG
SIVB
Synergy Financial Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,409
| Closed | -$324K | – | 83 |
|
|
2022
Q4 | $324K | Sell |
1,409
-214
| -13% | -$49.3K | 0.64% | 43 |
|
|
2022
Q3 | $545K | Hold |
1,623
| – | – | 0.82% | 35 |
|
|
2022
Q2 | $641K | Sell |
1,623
-10
| -0.6% | -$3.95K | 1% | 28 |
|
|
2022
Q1 | $914K | Hold |
1,633
| – | – | 0.96% | 33 |
|
|
2021
Q4 | $1.11M | Buy |
+1,633
| New | +$1.11M | 0.99% | 27 |
|