NEWEDGE WEALTH, LLC – SVB Financial Group Transaction History
NEWEDGE WEALTH, LLC portfolio value:
$1.41M
portfolio value
NEWEDGE WEALTH, 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 | Decrease | -5.11% | -227 shares | -339K | $335.78 | 4.21K |
| Q2 2022 | share | Decrease | -1.09% | -49 shares | -759K | $394.99 | 4.44K |
| Q1 2022 | share | Decrease | -21.55% | -1.23K shares | -1.37M | $559.45 | 4.49K |
| Q4 2021 | share | Increase | 0.00% | 5.73K shares | 3.88M | $679.45 | 5.73K |
| Q2 2021 | share | Decrease | -100.00% | -435 shares | -215K | $556.43 | 0 |
| Q1 2021 | share | Increase | 0.00% | 435 shares | 215K | $493.66 | 435 |