CFM WEALTH PARTNERS LLC – SVB Financial Group Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$479,000
portfolio value
CFM WEALTH PARTNERS LLC 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 | Increase | +19.23% | 230 shares | 7K | $335.78 | 1.42K |
| Q2 2022 | share | Increase | +36.06% | 317 shares | -20K | $394.99 | 1.19K |
| Q1 2022 | share | Increase | 0.00% | 879 shares | 492K | $559.45 | 879 |
| Q3 2020 | share | Decrease | -100.00% | -72 shares | -15K | $240.62 | 0 |
| Q2 2020 | share | 0.00% | 0 shares | 4K | $215.53 | 72 | |
| Q1 2020 | share | Decrease | -49.30% | -70 shares | -25K | $151.08 | 72 |
| Q4 2019 | share | Increase | 0.00% | 142 shares | 36K | $251.04 | 142 |