WWM
SIVB
Wagner Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-400
| Closed | -$134K | – | 771 |
|
|
2022
Q3 | $134K | Hold |
400
| – | – | 0.1% | 126 |
|
|
2022
Q2 | $158K | Hold |
400
| – | – | 0.13% | 113 |
|
|
2022
Q1 | $224K | Hold |
400
| – | – | 0.16% | 118 |
|
|
2021
Q4 | $271K | Hold |
400
| – | – | 0.21% | 96 |
|
|
2021
Q3 | $287K | Hold |
400
| – | – | 0.23% | 86 |
|
|
2021
Q2 | $223K | Hold |
400
| – | – | 0.16% | 112 |
|
|
2021
Q1 | $197K | Buy |
+400
| New | +$197K | 0.15% | 114 |
|
|
2018
Q3 | $124K | Hold |
400
| – | – | 0.08% | 173 |
|
|
2018
Q2 | $116K | Hold |
400
| – | – | 0.08% | 164 |
|
|
2018
Q1 | $96K | Hold |
400
| – | – | 0.07% | 173 |
|
|
2017
Q4 | $100K | Buy |
+400
| New | +$100K | 0.07% | 175 |
|