Wealthcare Capital Management’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 |
-19
| Closed | -$9K | – | 771 |
|
|
2021
Q1 | $9K | Buy |
+19
| New | +$9K | ﹤0.01% | 298 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$2K | – | 704 |
|
|
2019
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 616 |
|
|
2015
Q2 | – | Sell |
-22
| Closed | -$3K | – | 1064 |
|
|
2015
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 793 |
|