Carroll Financial Associates’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$1K Hold
2
﹤0.01% 1599
2021
Q3
$1K Hold
2
﹤0.01% 1759
2021
Q2
$1K Buy
+2
New +$1K ﹤0.01% 1679
2019
Q3
Sell
-15
Closed -$3K 1840
2019
Q2
$3K Hold
15
﹤0.01% 1350
2019
Q1
$3K Buy
+15
New +$3K ﹤0.01% 1233