SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
4.62M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-7.48%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.75% | 2.25K shares | 70K | 25.41K | |
| Q2 2022 | share | Decrease | -4.09% | -987 shares | -612K | 23.15K | |
| Q1 2022 | share | Decrease | -4.09% | -1.03K shares | 298K | 24.14K | |
| Q4 2021 | share | Decrease | -5.57% | -1.48K shares | 241K | 25.17K | |
| Q3 2021 | share | Decrease | -9.15% | -2.68K shares | -39K | 26.65K | |
| Q2 2021 | share | Decrease | -12.22% | -4.08K shares | -617K | 29.34K | |
| Q1 2021 | share | Increase | 0.00% | 33.42K shares | 5.28M | 33.42K |