SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
3.29M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-7.96%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.84% | 697 shares | -221K | 38.64K | |
| Q2 2022 | share | Decrease | -1.92% | -742 shares | -1.64M | 37.94K | |
| Q1 2022 | share | Decrease | -5.70% | -2.33K shares | -1.20M | 38.69K | |
| Q4 2021 | share | Increase | +2.97% | 1.18K shares | -200K | 41.02K | |
| Q3 2021 | share | Decrease | -1.29% | -521 shares | -1.17M | 39.84K | |
| Q2 2021 | share | Decrease | -0.27% | -111 shares | 313K | 40.36K | |
| Q1 2021 | share | Increase | 0.00% | 40.47K shares | 7.42M | 40.47K |