LWA
SIVB

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

Lineweaver Wealth Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-331
Closed -$224K – 146
2021
Q4 		$224K Sell
331
-30
-8% -$20.3K 0.06% 123
2021
Q3 		$233K Hold
361
– – 0.07% 125
2021
Q2 		$200K Buy
+361
New +$200K 0.07% 120