WR
SIVB
WD Rutherford’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-745
| Closed | -$417K | – | 146 |
|
|
2022
Q1 | $417K | Buy |
745
+10
| +1% | +$5.6K | 0.24% | 60 |
|
|
2021
Q4 | $499K | Buy |
735
+355
| +93% | +$241K | 0.25% | 57 |
|
|
2021
Q3 | $246K | Hold |
380
| – | – | 0.13% | 71 |
|
|
2021
Q2 | $211K | Buy |
+380
| New | +$211K | 0.12% | 74 |
|