Telemus Capital’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,000
Closed -$932K 477
2018
Q3
$932K Sell
3,000
-38
-1% -$11.8K 0.07% 211
2018
Q2
$877K Buy
3,038
+38
+1% +$11K 0.07% 220
2018
Q1
$720K Hold
3,000
0.06% 237
2017
Q4
$701K Buy
+3,000
New +$701K 0.05% 239