Disciplined Investments’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
-6
Closed -$1.38K 1723
2022
Q4
$1.38K Buy
6
+2
+50% +$460 ﹤0.01% 765
2022
Q3
$1K Buy
4
+2
+100% +$500 ﹤0.01% 1185
2022
Q2
$1K Sell
2
-3
-60% -$1.5K ﹤0.01% 1216
2022
Q1
$3K Buy
+5
New +$3K ﹤0.01% 621