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SVB Wealth’s SES AI SES Stock Holding History

SVB Wealth’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-140,845
Closed -$444K – 1067
2022
Q4 		$444K Hold
140,845
– – 0.01% 593
2022
Q3 		$687K Hold
140,845
– – 0.01% 447
2022
Q2 		$554K Hold
140,845
– – 0.01% 425
2022
Q1 		$1.28M Buy
+140,845
New +$1.28M 0.02% 285