Wealth Advisory Solutions’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-516
| Closed | -$204K | – | 166 |
|
|
2022
Q2 | $204K | Buy |
516
+10
| +2% | +$3.95K | 0.05% | 140 |
|
|
2022
Q1 | $283K | Buy |
+506
| New | +$283K | 0.06% | 126 |
|
|
2021
Q3 | $330K | Sell |
510
-3
| -0.6% | -$1.94K | 0.07% | 125 |
|
|
2021
Q2 | $285K | Buy |
+513
| New | +$285K | 0.07% | 139 |
|