Balasa Dinverno & Foltz’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
Q1
Sell
-323
Closed -$219K 369
2021
Q4
$219K Hold
323
0.01% 322
2021
Q3
$209K Buy
+323
New +$209K 0.01% 319