Moisand Fitzgerald Tamayo’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2
Closed -$1K 866
2022
Q3
$1K Sell
2
-4
-67% -$2K ﹤0.01% 683
2022
Q2
$2K Sell
6
-2
-25% -$667 ﹤0.01% 456
2022
Q1
$4K Buy
+8
New +$4K ﹤0.01% 305