SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
3.20M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
+23.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +168.63% | 23.34K shares | 2.23M | 37.18K | |
| Q2 2022 | share | Decrease | -17.56% | -2.94K shares | -976K | 13.84K | |
| Q1 2022 | share | Decrease | -6.77% | -1.21K shares | -1.45M | 16.79K | |
| Q4 2021 | share | Decrease | -73.37% | -49.62K shares | -14.20M | 18.00K | |
| Q3 2021 | share | Increase | +11.04% | 6.72K shares | -154K | 67.63K | |
| Q2 2021 | share | Increase | +332.63% | 46.83K shares | 14.33M | 60.91K | |
| Q1 2021 | share | Increase | 0.00% | 14.08K shares | 3.41M | 14.08K | |
| Q3 2017 | share | Decrease | -100.00% | -14.90K shares | -800K | 0 | |
| Q2 2017 | share | Decrease | -19.90% | -3.70K shares | 0 | 14.90K | |
| Q1 2017 | share | Decrease | -30.42% | -8.13K shares | -255K | 18.60K | |
| Q4 2016 | share | Decrease | -7.34% | -2.11K shares | -127K | 26.74K | |
| Q3 2016 | share | Decrease | -42.21% | -21.07K shares | -641K | 28.85K | |
| Q2 2016 | share | Decrease | -17.50% | -10.59K shares | -513K | 49.93K | |
| Q1 2016 | share | Decrease | -10.97% | -7.45K shares | -125K | 60.52K |