CWM
SIVB

Cabot Wealth Management’s SVB Financial Group SIVB Stock Holding History

Cabot Wealth Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,601
Closed -$1.98M – 155
2022
Q4 		$1.98M Buy
+8,601
New +$1.98M 0.33% 70
2016
Q1 		– Sell
-15,213
Closed -$1.81M – 154
2015
Q4 		$1.81M Buy
+15,213
New +$1.81M 0.46% 73