SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
5.42M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
+2.75%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.08% | 1.55K shares | 585K | 18.72K | |
| Q2 2022 | share | Increase | +1.76% | 297 shares | 435K | 17.16K | |
| Q1 2022 | share | Increase | +3.03% | 496 shares | 807K | 16.86K | |
| Q4 2021 | share | Increase | +0.60% | 98 shares | 643K | 16.37K | |
| Q3 2021 | share | Decrease | -4.75% | -812 shares | -493K | 16.27K | |
| Q2 2021 | share | Increase | +1.91% | 321 shares | -157K | 17.08K | |
| Q1 2021 | share | Increase | 0.00% | 16.76K shares | 3.60M | 16.76K | |
| Q3 2017 | share | Decrease | -100.00% | -14.85K shares | -1.91M | 0 | |
| Q2 2017 | share | 0.00% | 0 shares | 290K | 14.85K | ||
| Q1 2017 | share | Decrease | -18.87% | -3.45K shares | 275K | 14.85K | |
| Q4 2016 | share | Decrease | -3.02% | -571 shares | -298K | 18.31K | |
| Q3 2016 | share | Decrease | -5.76% | -1.15K shares | -76K | 18.88K | |
| Q2 2016 | share | Decrease | -7.19% | -1.55K shares | 7K | 20.03K | |
| Q1 2016 | share | Decrease | -3.80% | -853 shares | -1.10M | 21.58K |