MinichMacGregor Wealth Management’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-38
Closed -$8.75K 702
2022
Q4
$8.75K Buy
+38
New +$8.75K ﹤0.01% 424
2018
Q4
Sell
-4
Closed -$1K 605
2018
Q3
$1K Buy
+4
New +$1K ﹤0.01% 512