Sheets Smith Wealth Management Svb Financial Group Transaction History

Sheets Smith Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 11, 2019	SELL	$180.49 - $321.39 $444,366 - $791,262	-2,462 Closed	0 $0
Q3 2018 Oct 15, 2018	BUY	$289.02 - $331.24 $126,590 - $145,083	438 Added 21.64%	2,462 $765,000
Q2 2018 Jul 26, 2018	BUY	$233.42 - $325.72 $933 - $1,302	4 Added 0.2%	2,024 $584,000
Q1 2018 Apr 09, 2018	BUY	$227.08 - $270.72 $1,816 - $2,165	8 Added 0.4%	2,020 $485,000
Q4 2017 Jan 12, 2018	BUY	$181.64 - $241.7 $18,345 - $24,411	101 Added 5.29%	2,012 $470,000
Q3 2017 Oct 12, 2017	BUY	$160.72 - $187.09 $307,135 - $357,528	1,911	1,911 $358,000

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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