SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
2.93M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-7.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.56% | 1.47K shares | -74K | 27.91K | |
| Q2 2022 | share | Decrease | -2.74% | -745 shares | -1.10M | 26.44K | |
| Q1 2022 | share | Increase | +0.46% | 124 shares | -1.21M | 27.18K | |
| Q4 2021 | share | Increase | +0.13% | 34 shares | 5K | 27.06K | |
| Q3 2021 | share | Increase | +1.95% | 518 shares | 68K | 27.03K | |
| Q2 2021 | share | Increase | +0.09% | 24 shares | 704K | 26.51K | |
| Q1 2021 | share | Increase | 0.00% | 26.48K shares | 4.54M | 26.48K |