First Heartland Consultants’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-976
Closed -$543K 426
2021
Q2
$543K Sell
976
-348
-26% -$194K 0.08% 204
2021
Q1
$654K Buy
+1,324
New +$654K 0.1% 168