SIA
SIVB

Schechter Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Schechter Investment Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-577
Closed -$228K – 1032
2022
Q2 		$228K Sell
577
-61
-10% -$24.1K 0.02% 806
2022
Q1 		$357K Buy
638
+94
+17% +$52.6K 0.03% 637
2021
Q4 		$369K Buy
+544
New +$369K 0.03% 608