SMF
SIVB

Sterling Manor Financial’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-507
Closed -$284K 88
2022
Q1
$284K Sell
507
-75
-13% -$42K 0.23% 58
2021
Q4
$395K Sell
582
-150
-20% -$102K 0.31% 50
2021
Q3
$474K Hold
732
0.4% 34
2021
Q2
$407K Sell
732
-85
-10% -$47.3K 0.33% 49
2021
Q1
$403K Sell
817
-383
-32% -$189K 0.36% 46
2020
Q4
$465K Buy
+1,200
New +$465K 0.43% 39