SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
5.50M
portfolio value
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.94% | 882 shares | -275K | 46.34K | |
| Q2 2022 | share | Decrease | -0.08% | -35 shares | -1.45M | 45.45K | |
| Q1 2022 | share | Increase | +13.77% | 5.50K shares | 278K | 45.49K | |
| Q4 2021 | share | Increase | +7.09% | 2.64K shares | 1.37M | 39.98K | |
| Q3 2021 | share | Increase | +3.79% | 1.36K shares | 264K | 37.34K | |
| Q2 2021 | share | Decrease | -1.55% | -567 shares | 459K | 35.97K | |
| Q1 2021 | share | Increase | 0.00% | 36.54K shares | 4.85M | 36.54K |