SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
2.96M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-6.59%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.74% | 331 shares | -185K | 45.17K | |
| Q2 2022 | share | Increase | +3.00% | 1.30K shares | -97K | 44.84K | |
| Q1 2022 | share | Increase | +9.45% | 3.76K shares | 395K | 43.54K | |
| Q4 2021 | share | Decrease | -5.62% | -2.37K shares | 155K | 39.77K | |
| Q3 2021 | share | Decrease | -0.39% | -164 shares | 17K | 42.14K | |
| Q2 2021 | share | Decrease | -1.92% | -828 shares | -87K | 42.31K | |
| Q1 2021 | share | Decrease | -23.97% | -13.60K shares | -795K | 43.14K | |
| Q4 2020 | share | Increase | +18.78% | 8.97K shares | 720K | 56.74K | |
| Q3 2020 | share | Increase | +3.19% | 1.47K shares | 225K | 47.77K | |
| Q2 2020 | share | Decrease | -15.22% | -8.31K shares | -414K | 46.29K | |
| Q1 2020 | share | Increase | +7.83% | 3.96K shares | -247K | 54.60K | |
| Q4 2019 | share | Increase | +48.47% | 16.53K shares | 1.06M | 50.64K | |
| Q3 2019 | share | Increase | +0.32% | 108 shares | 180K | 34.11K | |
| Q2 2019 | share | Increase | 0.00% | 34.00K shares | 2.02M | 34.00K |