Atria Wealth Solutions’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-646
Closed -$255K 1857
2022
Q2
$255K Sell
646
-1,071
-62% -$423K ﹤0.01% 1279
2022
Q1
$960K Buy
+1,717
New +$960K 0.02% 753