SVB Wealth’s Unity U Stock Holding History

SVB Wealth’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$17.5K	Buy
2024 Q1	–	Sell
2023 Q4	$265K	Buy
2023 Q2	–	Sell
2023 Q1	$698K	Sell
2022 Q4	$629K	Buy
2022 Q3	$682K	Buy