Glassman Wealth Services Svb Financial Group Transaction History

Glassman Wealth Services

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	BUY	$200.26 - $376.49 $12,816 - $24,095	64 Added 103.23%	126 $28,000
Q3 2022 Nov 09, 2022	BUY	$21.04 - $436.17 $420 - $8,723	20 Added 47.62%	62 $21,000
Q2 2022 Aug 04, 2022	BUY	$389.13 - $547.75 $1,945 - $2,738	5 Added 13.51%	42 $17,000
Q1 2022 Aug 23, 2022	SELL	$494.35 - $737.77 $494 - $737	-1 Reduced 2.63%	37 $21,000
Q1 2022 Apr 14, 2022	BUY	$494.35 - $737.77 $1,977 - $2,951	4 Added 11.76%	38 $21,000
Q4 2021 Feb 14, 2022	BUY	$637.64 - $755.03 $8,289 - $9,815	13 Added 61.9%	34 $23,000
Q3 2021 Nov 10, 2021	BUY	$534.95 - $674.41 $4,279 - $5,395	8 Added 61.54%	21 $14,000
Q2 2021 Aug 04, 2021	BUY	$483.33 - $606.83 $2,416 - $3,034	5 Added 62.5%	13 $7,000
Q1 2021 May 05, 2021	BUY	$386.16 - $551.63 $772 - $1,103	2 Added 33.33%	8 $4,000
Q2 2020 Aug 06, 2020	SELL	$139.34 - $236.04 $557 - $944	-4 Reduced 40.0%	6 $1,000
Q1 2020 May 12, 2020	SELL	$130.98 - $270.79 $392 - $812	-3 Reduced 23.08%	10 $2,000
Q4 2019 Feb 07, 2020	BUY	$188.33 - $254.21 $1,883 - $2,542	10 Added 333.33%	13 $3,000
Q3 2019 Nov 01, 2019	SELL	$184.71 - $233.79 $184 - $233	-1 Reduced 25.0%	3 $1,000
Q2 2019 Aug 08, 2019	BUY	$201.4 - $258.61 $201 - $258	1 Added 33.33%	4 $1,000
Q4 2018 Feb 06, 2019	BUY	$180.49 - $321.39 $541 - $964	3 New	3 $1,000

137K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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