SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
5.84M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-8.19%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.24% | -1.26K shares | -733K | 37.79K | |
| Q2 2022 | share | Increase | +1.30% | 503 shares | -386K | 39.05K | |
| Q1 2022 | share | Increase | +3.39% | 1.26K shares | 589K | 38.55K | |
| Q4 2021 | share | Decrease | -3.97% | -1.54K shares | -1K | 37.29K | |
| Q3 2021 | share | Decrease | -1.14% | -447 shares | -129K | 38.83K | |
| Q2 2021 | share | Decrease | -4.43% | -1.82K shares | -68K | 39.28K | |
| Q1 2021 | share | Decrease | -57.74% | -56.16K shares | -10.77M | 41.10K | |
| Q4 2020 | share | Decrease | -3.14% | -3.15K shares | -438K | 97.26K | |
| Q3 2020 | share | Increase | +12.78% | 11.38K shares | 2.88M | 100.41K | |
| Q2 2020 | share | Increase | 0.00% | 89.03K shares | 14.90M | 89.03K | |
| Q1 2020 | share | Decrease | -100.00% | -39.06K shares | -5.58M | 0 | |
| Q4 2019 | share | Decrease | -26.47% | -14.06K shares | -1.79M | 39.06K | |
| Q3 2019 | share | Increase | +11.03% | 5.27K shares | 1.00M | 53.13K | |
| Q2 2019 | share | Increase | 0.00% | 47.85K shares | 6.37M | 47.85K |