LWAC
SIVB

Laurel Wealth Advisors (California)’s SVB Financial Group SIVB Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-463
Closed -$259K – 771
2022
Q1 		$259K Sell
463
-1
-0.2% -$559 0.02% 631
2021
Q4 		$315K Buy
+464
New +$315K 0.02% 602