SWG
SIVB

Summit Wealth Group’s SVB Financial Group SIVB Stock Holding History

Summit Wealth Group’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1
Closed -$1K – 235
2021
Q2 		$1K Hold
1
– – ﹤0.01% 196
2021
Q1 		$0 Buy
+1
New – ﹤0.01% 225