CWP
SIVB

CFM Wealth Partners’s SVB Financial Group SIVB Stock Holding History

CFM Wealth Partners’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
2022
Q3 		$479K Buy
2022
Q2 		$472K Buy
2022
Q1 		$492K Buy
2020
Q3 		– Sell
2020
Q2 		$15K Hold
2020
Q1 		$11K Sell
2019
Q4 		$36K Buy