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SVB Wealth’s CoreCard CCRD Stock Holding History

SVB Wealth’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$1.87K – 719
2025
Q1 		$1.87K Buy
+100
New +$1.87K ﹤0.01% 1245