MWM
SIVB

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

MorganRosel Wealth Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$962K Buy
2021
Q4 		$1.11M Buy
2021
Q3 		$979K Buy