SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
2.80M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
+5.07%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +37.58% | 5.16K shares | 865K | 18.90K | |
| Q2 2022 | share | Decrease | -8.02% | -1.19K shares | -1.23M | 13.74K | |
| Q1 2022 | share | Decrease | -0.27% | -40 shares | -296K | 14.94K | |
| Q4 2021 | share | Decrease | -17.74% | -3.23K shares | -699K | 14.98K | |
| Q3 2021 | share | Increase | +7.42% | 1.25K shares | 67K | 18.21K | |
| Q2 2021 | share | Increase | +5.34% | 859 shares | 911K | 16.95K | |
| Q1 2021 | share | Increase | 0.00% | 16.09K shares | 3.18M | 16.09K |