SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
33.44M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-1.67%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.21% | 17.60K shares | 8.47M | 66.22K | |
| Q2 2022 | share | Increase | +2.45% | 1.16K shares | 771K | 48.61K | |
| Q1 2022 | share | Decrease | -14.10% | -7.79K shares | -3.54M | 47.45K | |
| Q4 2021 | share | Decrease | -5.70% | -3.33K shares | 4.85M | 55.24K | |
| Q3 2021 | share | Increase | +2.56% | 1.46K shares | 17K | 58.58K | |
| Q2 2021 | share | Increase | +3.26% | 1.80K shares | 2.29M | 57.12K | |
| Q1 2021 | share | Increase | 0.00% | 55.31K shares | 20.58M | 55.31K | |
| Q3 2017 | share | Decrease | -100.00% | -54.46K shares | -10.09M | 0 | |
| Q2 2017 | share | Decrease | -4.83% | -2.76K shares | 712K | 54.46K | |
| Q1 2017 | share | Decrease | -3.15% | -1.85K shares | -70K | 57.22K | |
| Q4 2016 | share | Decrease | -39.83% | -39.10K shares | -4.29M | 59.08K | |
| Q3 2016 | share | Increase | +4.35% | 4.09K shares | 460K | 98.19K | |
| Q2 2016 | share | Decrease | -7.25% | -7.35K shares | 209K | 94.10K | |
| Q1 2016 | share | Increase | +6.22% | 5.94K shares | 1.84M | 101.45K |