SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
9.74M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-3.68%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +150.81% | 111.26K shares | 5.40M | 185.05K | |
| Q2 2022 | share | Decrease | -4.35% | -3.35K shares | -1.01M | 73.78K | |
| Q1 2022 | share | Decrease | -2.88% | -2.28K shares | -567K | 77.13K | |
| Q4 2021 | share | Decrease | -4.46% | -3.70K shares | -244K | 79.42K | |
| Q3 2021 | share | Increase | +0.60% | 493 shares | -14K | 83.13K | |
| Q2 2021 | share | Decrease | -8.03% | -7.21K shares | -287K | 82.63K | |
| Q1 2021 | share | Decrease | -1.60% | -1.45K shares | 165K | 89.84K | |
| Q4 2020 | share | Increase | +0.72% | 655 shares | 844K | 91.30K | |
| Q3 2020 | share | Decrease | -6.80% | -6.61K shares | -96K | 90.65K | |
| Q2 2020 | share | Decrease | -12.22% | -13.53K shares | 32K | 97.26K | |
| Q1 2020 | share | Decrease | -29.85% | -47.15K shares | -4.77M | 110.80K | |
| Q4 2019 | share | Increase | +7.44% | 10.94K shares | 1.32M | 157.95K | |
| Q3 2019 | share | Decrease | -2.35% | -3.54K shares | -266K | 147.01K | |
| Q2 2019 | share | Increase | 0.00% | 150.55K shares | 9.24M | 150.55K |