Advisor Partners II’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,773
Closed -$408K 1058
2022
Q4
$408K Buy
1,773
+163
+10% +$37.5K 0.03% 577
2022
Q3
$541K Buy
+1,610
New +$541K 0.04% 436