BEACON INVESTMENT ADVISORY SERVICES, INC. – SVB Financial Group Transaction History
BEACON INVESTMENT ADVISORY SERVICES, INC. portfolio value:
$317,000
portfolio value
BEACON INVESTMENT ADVISORY SERVICES, INC. quarter portfolio value change:
-14.99%
quarter
SVB Financial Group 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.32% | -3 shares | -57K | $335.78 | 943 |
| Q2 2022 | share | Increase | +0.32% | 3 shares | -153K | $394.99 | 946 |
| Q1 2022 | share | 0.00% | 0 shares | -113K | $559.45 | 943 | |
| Q4 2021 | share | Increase | +3.40% | 31 shares | 50K | $679.45 | 943 |
| Q3 2021 | share | Decrease | -4.70% | -45 shares | 57K | $646.88 | 912 |
| Q2 2021 | share | Decrease | -2.94% | -29 shares | 46K | $556.43 | 957 |
| Q1 2021 | share | Increase | +12.30% | 108 shares | 146K | $493.66 | 986 |
| Q4 2020 | share | 0.00% | 0 shares | 130K | $387.83 | 878 | |
| Q3 2020 | share | Increase | 0.00% | 878 shares | 211K | $240.62 | 878 |
| Q1 2020 | share | Decrease | -100.00% | -878 shares | -220K | $151.08 | 0 |
| Q4 2019 | share | Increase | 0.00% | 878 shares | 220K | $251.04 | 878 |
| Q4 2018 | share | Decrease | -100.00% | -878 shares | -273K | $189.92 | 0 |
| Q3 2018 | share | Decrease | -9.20% | -89 shares | -6K | $310.83 | 878 |
| Q2 2018 | share | 0.00% | 0 shares | 47K | $288.76 | 967 | |
| Q1 2018 | share | Decrease | -12.09% | -133 shares | -25K | $240.01 | 967 |
| Q4 2017 | share | Decrease | -26.17% | -390 shares | -22K | $233.77 | 1.1K |
| Q3 2017 | share | Increase | 0.00% | 1.49K shares | 279K | $187.09 | 1.49K |