SVB WEALTH LLC – Transaction History
SVB WEALTH LLC portfolio value:
3.54M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-2.47%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.73% | 1.15K shares | 40K | 32.09K | |
| Q2 2022 | share | Decrease | -1.32% | -415 shares | -605K | 30.94K | |
| Q1 2022 | share | Increase | +1.40% | 433 shares | -883K | 31.35K | |
| Q4 2021 | share | Increase | +3.12% | 935 shares | 874K | 30.92K | |
| Q3 2021 | share | Decrease | -0.62% | -188 shares | 35K | 29.98K | |
| Q2 2021 | share | Decrease | -0.18% | -55 shares | 177K | 30.17K | |
| Q1 2021 | share | Increase | 0.00% | 30.23K shares | 3.90M | 30.23K |