SW
XP icon

SVB Wealth’s XP XP Stock Holding History

SVB Wealth’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-612
Closed -$8.42K – 1650
2025
Q1 		$8.42K Buy
+612
New +$8.42K ﹤0.01% 927