RPWA
SIVB

Regent Peak Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-168
Closed -$65K – 1158
2020
Q4 		$65K Buy
+168
New +$65K 0.02% 272