TRUE Private Wealth Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18
| Closed | -$6K | – | 770 |
|
|
2020
Q4 | $6K | Hold |
18
| – | – | ﹤0.01% | 597 |
|
|
2020
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 593 |
|
|
2020
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 612 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$2K | – | 817 |
|
|
2019
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 744 |
|
|
2018
Q4 | – | Sell |
-95
| Closed | -$29.5K | – | 1070 |
|
|
2018
Q3 | $29.5K | Buy |
+95
| New | +$29.5K | ﹤0.01% | 544 |
|