High Net Worth Advisory Group’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-50
Closed -$17K 717
2022
Q3
$17K Hold
50
0.01% 479
2022
Q2
$20K Buy
50
+35
+233% +$14K 0.01% 454
2022
Q1
$8K Hold
15
﹤0.01% 559
2021
Q4
$10K Buy
+15
New +$10K ﹤0.01% 550