WFA
SIVB
WMG Financial Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-683
| Closed | -$229K | – | 152 |
|
|
2022
Q3 | $229K | Hold |
683
| – | – | 0.21% | 115 |
|
|
2022
Q2 | $270K | Sell |
683
-181
| -21% | -$71.6K | 0.23% | 99 |
|
|
2022
Q1 | $483K | Sell |
864
-150
| -15% | -$83.9K | 0.36% | 71 |
|
|
2021
Q4 | $690K | Buy |
+1,014
| New | +$690K | 0.54% | 47 |
|