Connectus Wealth’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,380
Closed -$548K 478
2022
Q4
$548K Sell
2,380
-56,722
-96% -$13.1M 0.01% 331
2022
Q3
$19.8M Buy
59,102
+46,549
+371% +$15.6M 0.41% 70
2022
Q2
$4.96M Buy
+12,553
New +$4.96M 0.11% 148