Rosenthal Henry Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$2.6M Sell
2022
Q3
$3.93M Buy
2022
Q1
$6.55M Hold
2021
Q4
$7.94M Buy
2021
Q3
$7.51M Sell
2021
Q2
$7.01M Hold
2021
Q1
$6.22M Buy
2020
Q4
$4.56M Hold
2020
Q3
$2.83M Hold
2020
Q2
$2.53M Buy