American Trust’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,317
Closed -$520K 484
2022
Q2
$520K Buy
1,317
+390
+42% +$154K 0.04% 208
2022
Q1
$519K Sell
927
-52
-5% -$29.1K 0.03% 238
2021
Q4
$664K Buy
+979
New +$664K 0.05% 138