BFM
SIVB

Boston Financial Management’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,762
Closed -$2.25M 332
2022
Q4
$2.25M Buy
9,762
+1,293
+15% +$298K 0.09% 128
2022
Q3
$2.84M Buy
+8,469
New +$2.84M 0.12% 106