WestEnd Advisors’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Hold
0
-$559K 378
2022
Q1
Sell
-1
Closed -$678 142
2021
Q4
$678 Buy
+1
New +$678 ﹤0.01% 134
2021
Q3
Hold
0
-$556K 120
2021
Q2
Hold
0
135