Harbor Investment Advisory’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
-505
Closed -$116K 1384
2022
Q4
$116K Sell
505
-200
-28% -$46K 0.02% 457
2022
Q3
$237K Buy
705
+10
+1% +$3.36K 0.04% 304
2022
Q2
$275K Sell
695
-25
-3% -$9.89K 0.04% 283
2022
Q1
$403K Buy
+720
New +$403K 0.05% 250