Boston Family Office’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,993
Closed -$689K 274
2022
Q4
$689K Buy
2,993
+1,152
+63% +$265K 0.06% 175
2022
Q3
$618K Buy
1,841
+775
+73% +$260K 0.05% 176
2022
Q2
$421K Buy
1,066
+350
+49% +$138K 0.04% 208
2022
Q1
$401K Buy
+716
New +$401K 0.03% 224