BFA
SIVB

Beaumont Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Beaumont Financial Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,540
Closed -$2.2M – 344
2022
Q3 		$2.2M Buy
6,540
+626
+11% +$210K 0.21% 65
2022
Q2 		$2.34M Buy
5,914
+50
+0.9% +$19.8K 0.21% 70
2022
Q1 		$3.28M Buy
+5,864
New +$3.28M 0.25% 80