VWM
SIVB

Valley Wealth Managers’s SVB Financial Group SIVB Stock Holding History

Valley Wealth Managers’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Hold
0
– – – 487
2022
Q4 		– Sell
-2
Closed -$1K – 517
2022
Q3 		$1K Buy
+2
New +$1K ﹤0.01% 425