SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
4.01M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-6.06%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.26% | 2.44K shares | 31K | 36.03K | |
| Q2 2022 | share | Increase | +9.79% | 2.99K shares | 67K | 33.59K | |
| Q1 2022 | share | Increase | +50.18% | 10.22K shares | 1.28M | 30.6K | |
| Q4 2021 | share | Decrease | -18.38% | -4.58K shares | -303K | 20.37K | |
| Q3 2021 | share | Decrease | -3.67% | -950 shares | -234K | 24.96K | |
| Q2 2021 | share | Increase | +3.18% | 798 shares | 204K | 25.91K | |
| Q1 2021 | share | Increase | +0.18% | 46 shares | 308K | 25.11K | |
| Q4 2020 | share | Decrease | -0.91% | -230 shares | 319K | 25.06K | |
| Q3 2020 | share | Increase | +0.29% | 72 shares | 37K | 25.29K | |
| Q2 2020 | share | Increase | 0.00% | 25.22K shares | 2.3M | 25.22K | |
| Q1 2020 | share | Decrease | -100.00% | -22.42K shares | -2.41M | 0 | |
| Q4 2019 | share | Increase | +1.31% | 289 shares | 141K | 22.42K | |
| Q3 2019 | share | Increase | +31.16% | 5.26K shares | 569K | 22.13K | |
| Q2 2019 | share | Increase | 0.00% | 16.87K shares | 1.70M | 16.87K |