HCP
SIVB

Holt Capital Partners’s SVB Financial Group SIVB Stock Holding History

Holt Capital Partners’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,355
Closed -$542K – 159
2022
Q4 		$542K Sell
2,355
-50
-2% -$11.5K 0.11% 103
2022
Q3 		$808K Buy
2,405
+16
+0.7% +$5.38K 0.24% 67
2022
Q2 		$944K Buy
+2,389
New +$944K 0.2% 78