Wealthcare Advisory Partners’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-37
| Closed | -$18K | – | 2123 |
|
|
2021
Q1 | $18K | Buy |
+37
| New | +$18K | ﹤0.01% | 1252 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$4K | – | 1539 |
|
|
2020
Q1 | $4K | Sell |
25
-10
| -29% | -$1.6K | ﹤0.01% | 1200 |
|
|
2019
Q4 | $9K | Sell |
35
-30
| -46% | -$7.71K | ﹤0.01% | 991 |
|
|
2019
Q3 | $14K | Hold |
65
| – | – | ﹤0.01% | 860 |
|
|
2019
Q2 | $15K | Hold |
65
| – | – | ﹤0.01% | 809 |
|
|
2019
Q1 | $14K | Hold |
65
| – | – | ﹤0.01% | 748 |
|
|
2018
Q4 | $12K | Sell |
65
-25
| -28% | -$4.62K | ﹤0.01% | 759 |
|
|
2018
Q3 | $28K | Hold |
90
| – | – | 0.01% | 596 |
|
|
2018
Q2 | $26K | Buy |
+90
| New | +$26K | 0.01% | 614 |
|