BSW WEALTH PARTNERS – SVB Financial Group Transaction History
BSW WEALTH PARTNERS portfolio value:
$466,000
portfolio value
BSW WEALTH PARTNERS 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 | +4.29% | 57 shares | -59K | $335.78 | 1.38K |
| Q2 2022 | share | Increase | +37.54% | 363 shares | -16K | $394.99 | 1.33K |
| Q1 2022 | share | Increase | +14.57% | 123 shares | -31K | $559.45 | 967 |
| Q4 2021 | share | Increase | +10.47% | 80 shares | 78K | $679.45 | 844 |
| Q3 2021 | share | Increase | +11.70% | 80 shares | 113K | $646.88 | 764 |
| Q2 2021 | share | Increase | +19.58% | 112 shares | 99K | $556.43 | 684 |
| Q1 2021 | share | Decrease | -12.80% | -84 shares | 28K | $493.66 | 572 |
| Q4 2020 | share | Increase | 0.00% | 656 shares | 254K | $387.83 | 656 |
| Q4 2018 | share | Decrease | -100.00% | -1.15K shares | -360K | $189.92 | 0 |
| Q3 2018 | share | Increase | 0.00% | 1.15K shares | 360K | $310.83 | 1.15K |