PELOTON WEALTH STRATEGISTS – SVB Financial Group Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
$2.47M
portfolio value
PELOTON WEALTH STRATEGISTS quarter portfolio value change:
-14.99%
quarter
SVB Financial Group 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.64% | 1.21K shares | 42K | $335.78 | 7.37K |
| Q2 2022 | share | Decrease | -1.99% | -125 shares | -1.08M | $394.99 | 6.16K |
| Q1 2022 | share | Decrease | -1.95% | -125 shares | -832K | $559.45 | 6.28K |
| Q4 2021 | share | Decrease | -7.17% | -495 shares | -119K | $679.45 | 6.41K |
| Q3 2021 | share | Decrease | -8.36% | -630 shares | 274K | $646.88 | 6.90K |
| Q2 2021 | share | Decrease | -16.60% | -1.5K shares | -267K | $556.43 | 7.53K |
| Q1 2021 | share | Decrease | -10.99% | -1.11K shares | 524K | $493.66 | 9.03K |
| Q4 2020 | share | Decrease | -3.88% | -410 shares | 1.39M | $387.83 | 10.15K |
| Q3 2020 | share | Decrease | -5.80% | -650 shares | 125K | $240.62 | 10.56K |
| Q2 2020 | share | Decrease | -0.44% | -50 shares | 715K | $215.53 | 11.21K |
| Q1 2020 | share | Decrease | -1.75% | -200 shares | -1.17M | $151.08 | 11.26K |
| Q4 2019 | share | Decrease | -0.43% | -50 shares | 472K | $251.04 | 11.46K |
| Q3 2019 | share | Increase | +0.44% | 50 shares | -169K | $208.95 | 11.51K |
| Q2 2019 | share | Increase | +2.55% | 285 shares | 89K | $224.59 | 11.46K |
| Q1 2019 | share | Increase | +12.88% | 1.27K shares | 605K | $222.36 | 11.17K |
| Q4 2018 | share | 0.00% | 0 shares | -1.19M | $189.92 | 9.9K | |
| Q3 2018 | share | Decrease | -0.50% | -50 shares | 204K | $310.83 | 9.9K |
| Q2 2018 | share | Decrease | -2.45% | -250 shares | 425K | $288.76 | 9.95K |
| Q1 2018 | share | Decrease | -0.97% | -100 shares | 40K | $240.01 | 10.2K |
| Q4 2017 | share | Increase | +2.49% | 250 shares | 528K | $233.77 | 10.3K |
| Q3 2017 | share | Increase | +482.61% | 8.32K shares | 1.57M | $187.09 | 10.05K |
| Q2 2017 | share | Increase | 0.00% | 1.72K shares | 303K | $175.79 | 1.72K |