Westwind 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
2023
Q1
Sell
-19,853
Closed -$4.57M 43
2022
Q4
$4.57M Sell
19,853
-320
-2% -$73.6K 1.55% 18
2022
Q3
$6.77M Buy
20,173
+231
+1% +$77.6K 2.37% 18
2022
Q2
$7.88M Buy
19,942
+135
+0.7% +$53.3K 2.58% 17
2022
Q1
$11.1M Buy
+19,807
New +$11.1M 2.98% 15