SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
24.63M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-10.18%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.99% | 108.86K shares | 574K | 886.75K | |
| Q2 2022 | share | Increase | +4.65% | 34.58K shares | -3.34M | 777.89K | |
| Q1 2022 | share | Increase | +0.73% | 5.37K shares | -1.65M | 743.31K | |
| Q4 2021 | share | Decrease | -4.54% | -35.10K shares | -223K | 737.94K | |
| Q3 2021 | share | Increase | +6.54% | 47.47K shares | 1.30M | 773.05K | |
| Q2 2021 | share | Increase | +6.97% | 47.27K shares | 3.26M | 725.57K | |
| Q1 2021 | share | Increase | +8.20% | 51.43K shares | 2.36M | 678.30K | |
| Q4 2020 | share | Increase | +11.33% | 63.78K shares | 4.71M | 626.87K | |
| Q3 2020 | share | Increase | +13.99% | 69.10K shares | 3.11M | 563.08K | |
| Q2 2020 | share | Increase | +93.57% | 238.78K shares | 7.93M | 493.98K | |
| Q1 2020 | share | Increase | +263.96% | 185.08K shares | 4.33M | 255.19K | |
| Q4 2019 | share | Increase | 0.00% | 70.11K shares | 2.26M | 70.11K |