TWA
SIVB
TCI Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$2.3K | – | 2697 |
|
|
2022
Q4 | $2.3K | Sell |
10
-65
| -87% | -$15K | ﹤0.01% | 1939 |
|
|
2022
Q3 | $25K | Sell |
75
-1
| -1% | -$333 | ﹤0.01% | 574 |
|
|
2022
Q2 | $30K | Buy |
76
+26
| +52% | +$10.3K | ﹤0.01% | 521 |
|
|
2022
Q1 | $27K | Buy |
50
+10
| +25% | +$5.4K | ﹤0.01% | 582 |
|
|
2021
Q4 | $27K | Hold |
40
| – | – | ﹤0.01% | 585 |
|
|
2021
Q3 | $26K | Buy |
40
+12
| +43% | +$7.8K | ﹤0.01% | 577 |
|
|
2021
Q2 | $16K | Buy |
28
+13
| +87% | +$7.43K | ﹤0.01% | 680 |
|
|
2021
Q1 | $7K | Buy |
15
+8
| +114% | +$3.73K | ﹤0.01% | 1091 |
|
|
2020
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 1147 |
|
|
2020
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q2 | $2K | Buy |
7
+3
| +75% | +$857 | ﹤0.01% | 1169 |
|
|
2020
Q1 | $1K | Sell |
4
-154
| -97% | -$38.5K | ﹤0.01% | 1421 |
|
|
2019
Q4 | $40K | Buy |
+158
| New | +$40K | 0.02% | 423 |
|
|
2014
Q4 | – | Sell |
-5
| Closed | -$1K | – | 974 |
|
|
2014
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 872 |
|
|
2014
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 885 |
|