Wealthspire Advisors (Maryland)’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-194
| Closed | -$43K | – | 2548 |
|
|
2019
Q1 | $43K | Buy |
194
+1
| +0.5% | +$222 | ﹤0.01% | 948 |
|
|
2018
Q4 | $37K | Buy |
193
+111
| +135% | +$21.3K | ﹤0.01% | 981 |
|
|
2018
Q3 | $25K | Buy |
82
+40
| +95% | +$12.2K | ﹤0.01% | 1226 |
|
|
2018
Q2 | $12K | Buy |
42
+4
| +11% | +$1.14K | ﹤0.01% | 1481 |
|
|
2018
Q1 | $9K | Sell |
38
-95
| -71% | -$22.5K | ﹤0.01% | 1633 |
|
|
2017
Q4 | $31K | Sell |
133
-171
| -56% | -$39.9K | ﹤0.01% | 1187 |
|
|
2017
Q3 | $57K | Buy |
304
+52
| +21% | +$9.75K | 0.01% | 926 |
|
|
2017
Q2 | $44K | Sell |
252
-16
| -6% | -$2.79K | 0.01% | 996 |
|
|
2017
Q1 | $50K | Hold |
268
| – | – | 0.01% | 807 |
|
|
2016
Q4 | $46K | Sell |
268
-64
| -19% | -$11K | 0.01% | 792 |
|
|
2016
Q3 | $37K | Buy |
332
+49
| +17% | +$5.46K | 0.01% | 871 |
|
|
2016
Q2 | $27K | Sell |
283
-591
| -68% | -$56.4K | ﹤0.01% | 906 |
|
|
2016
Q1 | $89K | Buy |
874
+684
| +360% | +$69.7K | 0.02% | 551 |
|
|
2015
Q4 | $23K | Buy |
+190
| New | +$23K | ﹤0.01% | 929 |
|