SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
4.67M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
+6.00%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.80% | -149 shares | 229K | 18.53K | |
| Q2 2022 | share | Increase | +3.24% | 586 shares | -996K | 18.68K | |
| Q1 2022 | share | Decrease | -1.88% | -346 shares | -127K | 18.1K | |
| Q4 2021 | share | Decrease | -38.29% | -11.44K shares | -2.33M | 18.44K | |
| Q3 2021 | share | Increase | +4.44% | 1.27K shares | 772K | 29.89K | |
| Q2 2021 | share | Increase | +1.91% | 535 shares | 594K | 28.61K | |
| Q1 2021 | share | Increase | 0.00% | 28.08K shares | 6.52M | 28.08K | |
| Q3 2017 | share | Decrease | -100.00% | -85.91K shares | -10.93M | 0 | |
| Q2 2017 | share | Increase | +2.84% | 2.37K shares | 102K | 85.91K | |
| Q1 2017 | share | Increase | +15.11% | 10.96K shares | 2.78M | 83.53K | |
| Q4 2016 | share | Increase | +6.92% | 4.69K shares | 1.27M | 72.57K | |
| Q3 2016 | share | Increase | +2.86% | 1.88K shares | 843K | 67.87K | |
| Q2 2016 | share | Increase | +5.82% | 3.63K shares | 67K | 65.98K | |
| Q1 2016 | share | Decrease | -0.12% | -76 shares | -782K | 62.35K |