KPWS
SIVB

Kestra Private Wealth Services’s SVB Financial Group SIVB Stock Holding History

Kestra Private Wealth Services’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-488
Closed -$331K – 1081
2021
Q4 		$331K Buy
488
+77
+19% +$52.2K 0.02% 735
2021
Q3 		$266K Buy
411
+37
+10% +$23.9K 0.01% 756
2021
Q2 		$208K Buy
+374
New +$208K 0.01% 801