Wealthfront’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.23M | Buy |
3,950
+218
| +6% | +$67.8K | 0.01% | 215 |
|
|
2018
Q2 | $1.08M | Buy |
3,732
+2,697
| +261% | +$779K | 0.01% | 232 |
|
|
2018
Q1 | $248K | Buy |
1,035
+84
| +9% | +$20.1K | ﹤0.01% | 467 |
|
|
2017
Q4 | $222K | Buy |
+951
| New | +$222K | ﹤0.01% | 479 |
|
|
2015
Q4 | – | Sell |
-218
| Closed | -$25K | – | 1374 |
|
|
2015
Q3 | $25K | Buy |
218
+138
| +173% | +$15.8K | ﹤0.01% | 682 |
|
|
2015
Q2 | $12K | Buy |
80
+62
| +344% | +$9.3K | ﹤0.01% | 796 |
|
|
2015
Q1 | $2K | Buy |
18
+17
| +1,700% | +$1.89K | ﹤0.01% | 1069 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1200 |
|