LYELL WEALTH MANAGEMENT, LP – SVB Financial Group Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$509,000
portfolio value
LYELL WEALTH MANAGEMENT, LP 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 | -0.46% | -7 shares | -92K | $335.78 | 1.51K |
| Q2 2022 | share | Decrease | -0.07% | -1 shares | -251K | $394.99 | 1.52K |
| Q1 2022 | share | Increase | +0.33% | 5 shares | -178K | $559.45 | 1.52K |
| Q4 2021 | share | Decrease | -1.04% | -16 shares | 38K | $679.45 | 1.51K |
| Q3 2021 | share | Decrease | -0.39% | -6 shares | 135K | $646.88 | 1.53K |
| Q2 2021 | share | Increase | +2.19% | 33 shares | 113K | $556.43 | 1.54K |
| Q1 2021 | share | Increase | +0.27% | 4 shares | 161K | $493.66 | 1.50K |
| Q4 2020 | share | Increase | +0.20% | 3 shares | 222K | $387.83 | 1.50K |
| Q3 2020 | share | 0.00% | 0 shares | 38K | $240.62 | 1.5K | |
| Q2 2020 | share | 0.00% | 0 shares | 96K | $215.53 | 1.5K | |
| Q1 2020 | share | 0.00% | 0 shares | -150K | $151.08 | 1.5K | |
| Q4 2019 | share | 0.00% | 0 shares | 64K | $251.04 | 1.5K | |
| Q3 2019 | share | 0.00% | 0 shares | -24K | $208.95 | 1.5K | |
| Q2 2019 | share | Decrease | -3.23% | -50 shares | -8K | $224.59 | 1.5K |
| Q1 2019 | share | Increase | +3.33% | 50 shares | 60K | $222.36 | 1.55K |
| Q4 2018 | share | 0.00% | 0 shares | -181K | $189.92 | 1.5K | |
| Q3 2018 | share | Increase | 0.00% | 1.5K shares | 466K | $310.83 | 1.5K |