PWM
SIVB

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

Palumbo Wealth Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,075
Closed -$1.02M – 107
2021
Q1 		$1.02M Buy
2,075
+95
+5% +$46.9K 0.77% 25
2020
Q4 		$768K Buy
+1,980
New +$768K 0.62% 33