Kings Point Capital Management’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$22K Hold
40
﹤0.01% 457
2021
Q4
$27K Hold
40
﹤0.01% 471
2021
Q3
$26K Hold
40
﹤0.01% 444
2021
Q2
$22K Hold
40
﹤0.01% 443
2021
Q1
$20K Hold
40
﹤0.01% 443
2020
Q4
$16K Buy
+40
New +$16K ﹤0.01% 445