MODERA WEALTH MANAGEMENT, LLC – SVB Financial Group Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$489,000
portfolio value
MODERA WEALTH MANAGEMENT, 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 | Decrease | -0.34% | -5 shares | -88K | $335.78 | 1.45K |
| Q2 2022 | share | Decrease | -0.34% | -5 shares | -243K | $394.99 | 1.46K |
| Q1 2022 | share | Decrease | -32.46% | -704 shares | -652K | $559.45 | 1.46K |
| Q4 2021 | share | Increase | 0.00% | 2.16K shares | 1.47M | $679.45 | 2.16K |