Wealthfront Advisers’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,580
| Closed | -$824K | – | 823 |
|
|
2022
Q4 | $824K | Sell |
3,580
-1
| -0% | -$230 | ﹤0.01% | 544 |
|
|
2022
Q3 | $1.2M | Sell |
3,581
-321
| -8% | -$108K | 0.01% | 453 |
|
|
2022
Q2 | $1.54M | Buy |
3,902
+598
| +18% | +$236K | 0.01% | 424 |
|
|
2022
Q1 | $1.85M | Sell |
3,304
-2,203
| -40% | -$1.23M | 0.01% | 416 |
|
|
2021
Q4 | $3.74M | Buy |
5,507
+391
| +8% | +$265K | 0.02% | 245 |
|
|
2021
Q3 | $3.31M | Buy |
5,116
+1,051
| +26% | +$680K | 0.02% | 229 |
|
|
2021
Q2 | $2.26M | Buy |
4,065
+272
| +7% | +$151K | 0.01% | 278 |
|
|
2021
Q1 | $1.87M | Buy |
3,793
+623
| +20% | +$307K | 0.01% | 286 |
|
|
2020
Q4 | $1.23M | Sell |
3,170
-37
| -1% | -$14.3K | 0.01% | 331 |
|
|
2020
Q3 | $772K | Sell |
3,207
-86
| -3% | -$20.7K | 0.01% | 371 |
|
|
2020
Q2 | $710K | Sell |
3,293
-3,770
| -53% | -$813K | 0.01% | 373 |
|
|
2020
Q1 | $1.07M | Buy |
7,063
+2,139
| +43% | +$323K | 0.01% | 277 |
|
|
2019
Q4 | $1.24M | Buy |
4,924
+1,141
| +30% | +$286K | 0.01% | 280 |
|
|
2019
Q3 | $790K | Buy |
3,783
+742
| +24% | +$155K | 0.01% | 327 |
|
|
2019
Q2 | $683K | Buy |
3,041
+766
| +34% | +$172K | 0.01% | 344 |
|
|
2019
Q1 | $506K | Buy |
+2,275
| New | +$506K | ﹤0.01% | 367 |
|