CCFP
SIVB

Charles Carroll Financial Partners’s SVB Financial Group SIVB Stock Holding History

Charles Carroll Financial Partners’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,450
Closed -$334K – 43
2022
Q4 		$334K Sell
1,450
-150
-9% -$34.5K 0.52% 35
2022
Q3 		$537K Buy
+1,600
New +$537K 0.87% 27