DOUGLASS WINTHROP ADVISORS, LLC – SVB Financial Group Transaction History
DOUGLASS WINTHROP ADVISORS, LLC portfolio value:
$227,000
portfolio value
DOUGLASS WINTHROP ADVISORS, LLC 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 | 0.00% | 0 shares | -40K | $335.78 | 677 | |
| Q2 2022 | share | 0.00% | 0 shares | -112K | $394.99 | 677 | |
| Q1 2022 | share | 0.00% | 0 shares | -80K | $559.45 | 677 | |
| Q4 2021 | share | 0.00% | 0 shares | 21K | $679.45 | 677 | |
| Q3 2021 | share | 0.00% | 0 shares | 61K | $646.88 | 677 | |
| Q2 2021 | share | Decrease | -15.80% | -127 shares | -20K | $556.43 | 677 |
| Q1 2021 | share | 0.00% | 0 shares | 85K | $493.66 | 804 | |
| Q4 2020 | share | Increase | 0.00% | 804 shares | 312K | $387.83 | 804 |
| Q4 2018 | share | Decrease | -100.00% | -820 shares | -255K | $189.92 | 0 |
| Q3 2018 | share | Increase | +1.99% | 16 shares | 23K | $310.83 | 820 |
| Q2 2018 | share | Increase | 0.00% | 804 shares | 232K | $288.76 | 804 |
| Q4 2017 | share | Decrease | -100.00% | -1.08K shares | -203K | $233.77 | 0 |
| Q3 2017 | share | Increase | 0.00% | 1.08K shares | 203K | $187.09 | 1.08K |
| Q2 2017 | share | Decrease | -100.00% | -1.25K shares | -233K | $175.79 | 0 |
| Q1 2017 | share | 0.00% | 0 shares | 18K | $186.09 | 1.25K | |
| Q4 2016 | share | Increase | 0.00% | 1.25K shares | 215K | $171.66 | 1.25K |