SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
4.24M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-19.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.20% | -680 shares | -1.06M | 56.16K | |
| Q2 2022 | share | Increase | +0.98% | 551 shares | 259K | 56.84K | |
| Q1 2022 | share | Increase | +1.04% | 578 shares | -623K | 56.29K | |
| Q4 2021 | share | Decrease | -5.54% | -3.26K shares | 634K | 55.71K | |
| Q3 2021 | share | Decrease | -1.63% | -977 shares | -1.87M | 58.98K | |
| Q2 2021 | share | Increase | +4.84% | 2.76K shares | 1.00M | 59.96K | |
| Q1 2021 | share | Increase | 0.00% | 57.19K shares | 5.90M | 57.19K | |
| Q3 2017 | share | Decrease | -100.00% | -65.35K shares | -3.92M | 0 | |
| Q2 2017 | share | Decrease | -0.08% | -50 shares | 214K | 65.35K | |
| Q1 2017 | share | Decrease | -1.73% | -1.15K shares | 849K | 65.4K | |
| Q4 2016 | share | Decrease | -3.99% | -2.76K shares | -472K | 66.55K | |
| Q3 2016 | share | Decrease | -6.14% | -4.53K shares | 484K | 69.31K | |
| Q2 2016 | share | Decrease | -0.03% | -25 shares | 733K | 73.85K | |
| Q1 2016 | share | Decrease | -4.68% | -3.62K shares | -688K | 73.87K |