Milestone Wealth’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$27K Hold
80
0.03% 137
2022
Q2
$32K Hold
80
0.03% 131
2022
Q1
$54K Hold
80
0.04% 131
2021
Q4
$54K Buy
+80
New +$54K 0.04% 131