SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
17.6M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-25.25%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.87% | 11.02K shares | -5.51M | 600.05K | |
| Q2 2022 | share | Decrease | -0.87% | -5.19K shares | -4.70M | 589.03K | |
| Q1 2022 | share | Increase | +6.18% | 34.60K shares | -343K | 594.22K | |
| Q4 2021 | share | Decrease | -1.29% | -7.31K shares | -3.54M | 559.61K | |
| Q3 2021 | share | Increase | +1.68% | 9.34K shares | -85K | 566.92K | |
| Q2 2021 | share | Increase | +0.57% | 3.17K shares | 1.79M | 557.58K | |
| Q1 2021 | share | Increase | 0.00% | 554.40K shares | 29.99M | 554.40K | |
| Q3 2017 | share | Decrease | -100.00% | -581.04K shares | -22.61M | 0 | |
| Q2 2017 | share | Decrease | -0.76% | -4.45K shares | 605K | 581.04K | |
| Q1 2017 | share | Increase | +2.69% | 15.31K shares | 2.32M | 585.5K | |
| Q4 2016 | share | Decrease | -6.77% | -41.39K shares | -601K | 570.18K | |
| Q3 2016 | share | Decrease | -7.27% | -47.97K shares | -1.21M | 611.57K | |
| Q2 2016 | share | Decrease | -12.62% | -95.22K shares | -1.55M | 659.55K | |
| Q1 2016 | share | Decrease | -8.56% | -70.64K shares | -239K | 754.77K |