IWS
SIVB

Insight Wealth Strategies’s SVB Financial Group SIVB Stock Holding History

Insight Wealth Strategies’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,200
Closed -$228K – 155
2018
Q4 		$228K Buy
+1,200
New +$228K 0.07% 125