Veritable’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-518
| Closed | -$205K | – | 940 |
|
|
2022
Q2 | $205K | Buy |
518
+123
| +31% | +$48.7K | ﹤0.01% | 814 |
|
|
2022
Q1 | $221K | Buy |
395
+39
| +11% | +$21.8K | ﹤0.01% | 826 |
|
|
2021
Q4 | $241K | Buy |
356
+6
| +2% | +$4.06K | ﹤0.01% | 801 |
|
|
2021
Q3 | $226K | Buy |
+350
| New | +$226K | ﹤0.01% | 796 |
|
|
2019
Q3 | – | Sell |
-923
| Closed | -$207K | – | 830 |
|
|
2019
Q2 | $207K | Buy |
+923
| New | +$207K | ﹤0.01% | 753 |
|
|
2018
Q4 | – | Sell |
-926
| Closed | -$288K | – | 849 |
|
|
2018
Q3 | $288K | Buy |
+926
| New | +$288K | 0.01% | 649 |
|
|
2018
Q2 | – | Sell |
-847
| Closed | -$203K | – | 835 |
|
|
2018
Q1 | $203K | Buy |
+847
| New | +$203K | ﹤0.01% | 751 |
|
|
2017
Q3 | – | Sell |
-1,213
| Closed | -$213K | – | 797 |
|
|
2017
Q2 | $213K | Hold |
1,213
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $226K | Hold |
1,213
| – | – | 0.01% | 684 |
|
|
2016
Q4 | $208K | Buy |
+1,213
| New | +$208K | 0.01% | 691 |
|