SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
2.45M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
+13.95%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +74.20% | 10.2K shares | 1.21M | 23.94K | |
| Q2 2022 | share | Increase | +24.43% | 2.69K shares | 129K | 13.74K | |
| Q1 2022 | share | Increase | +17.11% | 1.61K shares | 424K | 11.04K | |
| Q4 2021 | share | Decrease | -37.17% | -5.58K shares | -336K | 9.43K | |
| Q3 2021 | share | Increase | +6.79% | 955 shares | 161K | 15.01K | |
| Q2 2021 | share | Increase | +5.92% | 786 shares | 153K | 14.06K | |
| Q1 2021 | share | Increase | 0.00% | 13.27K shares | 703K | 13.27K |