Waverly Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,350
| Closed | -$151K | – | 779 |
|
|
2014
Q3 | $151K | Hold |
1,350
| – | – | 0.08% | 101 |
|
|
2014
Q2 | $157K | Hold |
1,350
| – | – | 0.07% | 112 |
|
|
2014
Q1 | $174K | Hold |
1,350
| – | – | 0.08% | 103 |
|
|
2013
Q4 | $142K | Buy |
+1,350
| New | +$142K | 0.05% | 181 |
|