WIA
SIVB
Wealthstreet Investment Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-850
| Closed | -$420K | – | 356 |
|
|
2021
Q1 | $420K | Hold |
850
| – | – | 0.04% | 273 |
|
|
2020
Q4 | $330K | Hold |
850
| – | – | 0.03% | 291 |
|
|
2020
Q3 | $205K | Buy |
+850
| New | +$205K | 0.02% | 320 |
|
|
2020
Q1 | – | Sell |
-850
| Closed | -$213K | – | 355 |
|
|
2019
Q4 | $213K | Buy |
+850
| New | +$213K | 0.02% | 330 |
|
|
2019
Q1 | – | Sell |
-850
| Closed | -$207K | – | 353 |
|
|
2018
Q4 | $207K | Buy |
+850
| New | +$207K | 0.03% | 313 |
|