YorkBridge Wealth Partners’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $294K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $116K | Hold |
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|
2019
Q1 | $115K | Hold |
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|
2018
Q4 | $98K | Hold |
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|
2018
Q3 | $161K | Hold |
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|
2018
Q2 | $149K | Hold |
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|
2018
Q1 | $129K | Hold |
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|
2017
Q4 | $121K | Hold |
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|
2017
Q3 | $96K | Hold |
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|
2017
Q2 | $92K | Hold |
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|
2017
Q1 | $92K | Hold |
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|
2016
Q4 | $80K | Buy |
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