IWC
SIVB

Integrated Wealth Concepts’s SVB Financial Group SIVB Stock Holding History

Integrated Wealth Concepts’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-363
Closed -$246K – 1073
2021
Q4 		$246K Buy
363
+25
+7% +$16.9K 0.01% 863
2021
Q3 		$219K Sell
338
-48
-12% -$31.1K 0.01% 858
2021
Q2 		$215K Buy
+386
New +$215K 0.01% 754