SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
3.72M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-8.25%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +147.00% | 26.48K shares | 2.08M | 44.50K | |
| Q2 2022 | share | Decrease | -26.84% | -6.60K shares | -1.48M | 18.01K | |
| Q1 2022 | share | Decrease | -26.44% | -8.85K shares | -1.20M | 24.62K | |
| Q4 2021 | share | Decrease | -94.02% | -526.03K shares | -60.76M | 33.48K | |
| Q3 2021 | share | Increase | +2.04% | 11.15K shares | 11.82M | 559.51K | |
| Q2 2021 | share | Increase | +3.92% | 20.68K shares | 13.94M | 548.35K | |
| Q1 2021 | share | Increase | 0.00% | 527.66K shares | 39.32M | 527.66K | |
| Q2 2020 | share | Decrease | -100.00% | -278.83K shares | -12.70M | 0 | |
| Q1 2020 | share | Increase | +21.79% | 49.88K shares | -101K | 278.83K | |
| Q4 2019 | share | Increase | 0.00% | 228.95K shares | 12.80M | 228.95K |