Aptus Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,315
Closed -$4.08M 822
2022
Q2
$4.08M Buy
10,315
+3,345
+48% +$1.32M 0.11% 109
2022
Q1
$3.9M Buy
+6,970
New +$3.9M 0.1% 111