Western Wealth Management’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,123
Closed -$629K 874
2022
Q1
$629K Buy
1,123
+442
+65% +$248K 0.03% 463
2021
Q4
$461K Buy
+681
New +$461K 0.05% 346
2021
Q2
$315K Buy
+567
New +$315K 0.03% 480