CWM
SIVB

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

Concert Wealth 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
2015
Q3 		– Sell
-1,528
Closed -$219K – 756
2015
Q2 		$219K Buy
+1,528
New +$219K 0.03% 612
2013
Q3 		– Sell
-11,515
Closed -$959K – 557
2013
Q2 		$959K Buy
+11,515
New +$959K 0.14% 108