SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
6.41M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
+4.73%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.24% | 1.62K shares | 538K | 40.04K | |
| Q2 2022 | share | Increase | +1.08% | 412 shares | -147K | 38.41K | |
| Q1 2022 | share | Increase | +0.72% | 271 shares | -274K | 38.00K | |
| Q4 2021 | share | Decrease | -0.46% | -173 shares | 637K | 37.73K | |
| Q3 2021 | share | Increase | +2.84% | 1.04K shares | 497K | 37.90K | |
| Q2 2021 | share | Increase | +0.67% | 247 shares | 440K | 36.85K | |
| Q1 2021 | share | Increase | 0.00% | 36.61K shares | 4.72M | 36.61K | |
| Q3 2017 | share | Decrease | -100.00% | -51.91K shares | -3.80M | 0 | |
| Q2 2017 | share | Decrease | -0.40% | -211 shares | 7K | 51.91K | |
| Q1 2017 | share | Decrease | -1.51% | -798 shares | 48K | 52.12K | |
| Q4 2016 | share | Increase | +0.29% | 151 shares | 388K | 52.92K | |
| Q3 2016 | share | Decrease | -1.06% | -568 shares | -170K | 52.77K | |
| Q2 2016 | share | Increase | +0.92% | 485 shares | 416K | 53.34K | |
| Q1 2016 | share | Decrease | -1.32% | -708 shares | 260K | 52.85K |