SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
11.95M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-16.52%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.75% | -1.17K shares | -2.62M | 65.97K | |
| Q2 2022 | share | Decrease | -0.53% | -355 shares | -1.03M | 67.14K | |
| Q1 2022 | share | Decrease | -14.00% | -10.98K shares | -6.53M | 67.50K | |
| Q4 2021 | share | Increase | +0.90% | 701 shares | 3.51M | 78.48K | |
| Q3 2021 | share | Decrease | -0.44% | -341 shares | -299K | 77.78K | |
| Q2 2021 | share | Increase | +2.58% | 1.96K shares | 4.22M | 78.12K | |
| Q1 2021 | share | Decrease | -3.71% | -2.93K shares | 538K | 76.16K | |
| Q4 2020 | share | Increase | +3.96% | 3.01K shares | 2.17M | 79.1K | |
| Q3 2020 | share | Increase | +2.45% | 1.82K shares | 1.45M | 76.08K | |
| Q2 2020 | share | Increase | +0.27% | 198 shares | 2.54M | 74.26K | |
| Q1 2020 | share | Decrease | -8.83% | -7.17K shares | -4.56M | 74.07K | |
| Q4 2019 | share | Increase | +0.62% | 504 shares | 492K | 81.24K | |
| Q3 2019 | share | Decrease | -4.34% | -3.66K shares | -1.52M | 80.74K | |
| Q2 2019 | share | Decrease | -10.90% | -10.32K shares | -47K | 84.40K | |
| Q1 2019 | share | Decrease | -6.59% | -6.68K shares | 1.84M | 94.73K | |
| Q4 2018 | share | Increase | +5.04% | 4.86K shares | -746K | 101.42K | |
| Q3 2018 | share | Increase | +2.05% | 1.94K shares | 3.08M | 96.55K | |
| Q2 2018 | share | Increase | +13.54% | 11.28K shares | 1.26M | 94.61K | |
| Q1 2018 | share | Increase | 0.00% | 83.33K shares | 8.17M | 83.33K |