MSFP
SIVB

Mark Sheptoff Financial Planning’s SVB Financial Group SIVB Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50
Closed -$28K – 440
2021
Q2 		$28K Buy
+50
New +$28K 0.02% 243