SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
$15.27M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1323.72% | 504.74K shares | 14.07M | $28.13 | 542.87K |
| Q2 2022 | share | Increase | +32.73% | 9.40K shares | 145K | $31.45 | 38.13K |
| Q1 2022 | share | Decrease | -18.83% | -6.66K shares | -322K | $36.72 | 28.72K |
| Q4 2021 | share | Increase | +36.60% | 9.48K shares | 373K | $38.93 | 35.39K |
| Q3 2021 | share | Decrease | -2.35% | -623 shares | -44K | $38.7 | 25.91K |
| Q2 2021 | share | Increase | +18.83% | 4.20K shares | 207K | $39.45 | 26.53K |
| Q1 2021 | share | Decrease | -3.21% | -741 shares | 9K | $37.3 | 22.32K |
| Q4 2020 | share | Increase | +53.04% | 7.99K shares | 358K | $35.7 | 23.07K |
| Q3 2020 | share | Increase | 0.00% | 15.07K shares | 473K | $30.69 | 15.07K |
| Q1 2020 | share | Decrease | -100.00% | -19.58K shares | -658K | $25.05 | 0 |
| Q4 2019 | share | Decrease | -7.76% | -1.64K shares | -18K | $32.61 | 19.58K |
| Q3 2019 | share | Decrease | -14.72% | -3.66K shares | -123K | $30.22 | 21.22K |
| Q2 2019 | share | Increase | 0.00% | 24.89K shares | 799K | $30.44 | 24.89K |