SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
20.29M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-13.42%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.89% | -688 shares | -3.59M | 35.67K | |
| Q2 2022 | share | Decrease | -4.08% | -1.54K shares | -4.22M | 36.36K | |
| Q1 2022 | share | Increase | +6.86% | 2.43K shares | -1.89M | 37.90K | |
| Q4 2021 | share | Increase | +2.21% | 767 shares | 2.58M | 35.47K | |
| Q3 2021 | share | Decrease | -1.50% | -527 shares | -856K | 34.70K | |
| Q2 2021 | share | Increase | +0.83% | 290 shares | 4.53M | 35.23K | |
| Q1 2021 | share | Increase | 0.00% | 34.94K shares | 23.74M | 34.94K | |
| Q3 2017 | share | Decrease | -100.00% | -508 shares | -218K | 0 | |
| Q2 2017 | share | Decrease | -5.40% | -29 shares | 3K | 508 | |
| Q1 2017 | share | Decrease | -27.24% | -201 shares | -49K | 537 | |
| Q4 2016 | share | Decrease | -41.20% | -517 shares | -188K | 738 | |
| Q3 2016 | share | Decrease | -10.04% | -140 shares | -89K | 1.25K | |
| Q2 2016 | share | Decrease | -21.76% | -388 shares | -49K | 1.39K | |
| Q1 2016 | share | Decrease | -19.58% | -434 shares | -80K | 1.78K |