SVB Wealth’s Expensify EXFY Stock Holding History

SVB Wealth’s Portfolio EXFY Stock Details EXFY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$59.6K	Buy
2024 Q1	–	Sell
2023 Q4	$8.3M	Buy
2023 Q3	$6.66M	Sell
2023 Q2	$19.9M	Sell
2023 Q1	$27.4M	Hold
2022 Q4	$29.7M	Buy
2022 Q3	–	Sell
2022 Q2	$54.5M	Buy