BTR Capital Management’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$268K Hold
2022
Q2
$315K Hold
2022
Q1
$446K Sell
2021
Q4
$612K Sell
2021
Q3
$588K Sell
2021
Q2
$506K Buy