YWP
SIVB
YorkBridge Wealth Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-596
| Closed | -$200K | – | 284 |
|
|
2022
Q3 | $200K | Hold |
596
| – | – | 0.05% | 266 |
|
|
2022
Q2 | $235K | Hold |
596
| – | – | 0.06% | 245 |
|
|
2022
Q1 | $333K | Hold |
596
| – | – | 0.07% | 215 |
|
|
2021
Q4 | $404K | Hold |
596
| – | – | 0.09% | 186 |
|
|
2021
Q3 | $386K | Hold |
596
| – | – | 0.1% | 173 |
|
|
2021
Q2 | $332K | Hold |
596
| – | – | 0.09% | 189 |
|
|
2021
Q1 | $294K | Buy |
+596
| New | +$294K | 0.09% | 202 |
|
|
2019
Q3 | – | Sell |
-515
| Closed | -$116K | – | 765 |
|
|
2019
Q2 | $116K | Hold |
515
| – | – | 0.05% | 264 |
|
|
2019
Q1 | $115K | Hold |
515
| – | – | 0.05% | 257 |
|
|
2018
Q4 | $98K | Hold |
515
| – | – | 0.05% | 250 |
|
|
2018
Q3 | $161K | Hold |
515
| – | – | 0.07% | 201 |
|
|
2018
Q2 | $149K | Hold |
515
| – | – | 0.07% | 216 |
|
|
2018
Q1 | $129K | Hold |
515
| – | – | 0.06% | 249 |
|
|
2017
Q4 | $121K | Hold |
515
| – | – | 0.06% | 253 |
|
|
2017
Q3 | $96K | Hold |
515
| – | – | 0.05% | 289 |
|
|
2017
Q2 | $92K | Hold |
515
| – | – | 0.05% | 291 |
|
|
2017
Q1 | $92K | Hold |
515
| – | – | 0.05% | 285 |
|
|
2016
Q4 | $80K | Buy |
+515
| New | +$80K | 0.05% | 280 |
|