MWM
SIVB

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

MorganRosel Wealth Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,719
Closed -$962K – 102
2022
Q1 		$962K Buy
1,719
+83
+5% +$46.4K 0.47% 40
2021
Q4 		$1.11M Buy
1,636
+123
+8% +$83.5K 0.54% 32
2021
Q3 		$979K Buy
+1,513
New +$979K 0.53% 31