Zeke Capital Advisors’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
-446
Closed -$249K 546
2022
Q1
$249K Buy
+446
New +$249K 0.01% 422
2020
Q1
Sell
-913
Closed -$229K 548
2019
Q4
$229K Sell
913
-159
-15% -$39.9K 0.02% 505
2019
Q3
$224K Buy
+1,072
New +$224K 0.02% 509