COCM
SIVB

Charter Oak Capital Management’s SVB Financial Group SIVB Stock Holding History

Charter Oak Capital Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-101
Closed -$40K – 983
2022
Q2 		$40K Sell
101
-21
-17% -$8.32K 0.01% 365
2022
Q1 		$68K Buy
122
+80
+190% +$44.6K 0.01% 309
2021
Q4 		$28K Buy
+42
New +$28K ﹤0.01% 450