WA
SIVB
WESPAC Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-880
| Closed | -$597K | – | 160 |
|
|
2021
Q4 | $597K | Sell |
880
-484
| -35% | -$328K | 0.4% | 91 |
|
|
2021
Q3 | $882K | Buy |
1,364
+797
| +141% | +$515K | 0.54% | 70 |
|
|
2021
Q2 | $315K | Sell |
567
-674
| -54% | -$374K | 0.6% | 69 |
|
|
2021
Q1 | $613K | Buy |
1,241
+721
| +139% | +$356K | 0.46% | 78 |
|
|
2020
Q4 | $202K | Buy |
+520
| New | +$202K | 0.16% | 141 |
|