CA
SIVB

Crewe Advisors’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-52
Closed -$12K 1070
2022
Q4
$12K Sell
52
-8
-13% -$1.84K ﹤0.01% 520
2022
Q3
$20K Hold
60
﹤0.01% 467
2022
Q2
$24K Buy
+60
New +$24K 0.01% 393