WLPWM
SIVB

Walled Lake Planning & Wealth Management’s SVB Financial Group SIVB Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,112
Closed -$373K – 87
2022
Q3 		$373K Hold
1,112
– – 0.26% 44
2022
Q2 		$439K Buy
+1,112
New +$439K 0.3% 42