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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-601
Closed -$407K 533
2021
Q4
$407K Buy
+601
New +$407K 0.04% 325
2018
Q3
Sell
-53,188
Closed -$182K 1610
2018
Q2
$182K Buy
+53,188
New +$182K ﹤0.01% 1359