Wealthspire Advisors (New York)’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-993
| Closed | -$490K | – | 716 |
|
|
2021
Q1 | $490K | Buy |
993
+129
| +15% | +$63.7K | 0.01% | 400 |
|
|
2020
Q4 | $335K | Buy |
+864
| New | +$335K | 0.01% | 403 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$2K | – | 930 |
|
|
2018
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 777 |
|