U.S. Capital 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 |
-6
| Closed | -$1.38K | – | 1620 |
|
|
2022
Q4 | $1.38K | Buy |
+6
| New | +$1.38K | ﹤0.01% | 1514 |
|
|
2022
Q1 | – | Sell |
-613
| Closed | -$416K | – | 770 |
|
|
2021
Q4 | $416K | Hold |
613
| – | – | 0.02% | 545 |
|
|
2021
Q3 | $397K | Buy |
+613
| New | +$397K | 0.02% | 548 |
|