KWA
SIVB

Kingswood Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Kingswood Wealth Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-70,006
Closed -$2.32K – 717
2023
Q4 		$2.32K Buy
70,006
+20,006
+40% +$662 ﹤0.01% 632
2023
Q3 		$4.5K Buy
+50,000
New +$4.5K ﹤0.01% 411