SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
2.75M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-20.40%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.13% | -193 shares | -782K | 8.88K | |
| Q2 2022 | share | Increase | +3.89% | 340 shares | -19K | 9.08K | |
| Q1 2022 | share | Decrease | -0.39% | -34 shares | -1.39M | 8.74K | |
| Q4 2021 | share | Decrease | -1.02% | -90 shares | 724K | 8.77K | |
| Q3 2021 | share | Decrease | -10.02% | -987 shares | -368K | 8.86K | |
| Q2 2021 | share | Decrease | -8.52% | -917 shares | 635K | 9.85K | |
| Q1 2021 | share | Increase | 0.00% | 10.76K shares | 3.96M | 10.76K |