Meristem Family Wealth’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$299K Sell
2021
Q4
$384K Buy
2021
Q3
$320K Sell
2021
Q2
$319K Hold
2021
Q1
$283K Buy
2017
Q1
Sell
2016
Q4
$232K Buy