SLWA
SI

San Luis Wealth Advisors’s Silvergate Capital Corporation SI Stock Holding History

San Luis Wealth Advisors’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,277
Closed -$337K – 451
2022
Q1 		$337K Hold
2,277
– – 0.16% 110
2021
Q4 		$337K Sell
2,277
-277
-11% -$41K 0.34% 64
2021
Q3 		$295K Buy
+2,554
New +$295K 0.16% 123
2020
Q4 		$2.1M Buy
+28,218
New +$2.1M 1.35% 19