Alera Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-30
Closed -$7K 1211
2019
Q1
$7K Buy
30
+9
+43% +$2.1K ﹤0.01% 573
2018
Q4
$4K Buy
+21
New +$4K ﹤0.01% 673