Fortem Financial Group’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-354
Closed -$240K 184
2021
Q4
$240K Hold
354
0.11% 154
2021
Q3
$229K Buy
+354
New +$229K 0.12% 158
2021
Q1
Sell
-366
Closed -$142K 470
2020
Q4
$142K Buy
+366
New +$142K 0.09% 166