New Edge Wealth, LLC Svb Financial Group Transaction History

New Edge Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$21.04 - $436.17 $4,776 - $99,010	-227 Reduced 5.11%	4,219 $1.42 Million
Q2 2022 Aug 09, 2022	SELL	$389.13 - $547.75 $19,067 - $26,839	-49 Reduced 1.09%	4,446 $1.76 Million
Q1 2022 May 10, 2022	SELL	$494.35 - $737.77 $610,522 - $911,145	-1,235 Reduced 21.55%	4,495 $2.52 Million
Q4 2021 Jan 31, 2022	BUY	$637.64 - $755.03 $3.65 Million - $4.33 Million	5,730 New	5,730 $3.89 Million
Q2 2021 Aug 11, 2021	SELL	$483.33 - $606.83 $210,248 - $263,971	-435 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$386.16 - $551.63 $167,979 - $239,959	435 New	435 $215,000

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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