Svb Wealth LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Svb Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$49.97 - $50.67 $207,475 - $210,381	-4,152 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$50.52 - $50.94 $43,043 - $43,400	-852 Reduced 17.03%	4,152 $210,000
Q2 2021 Aug 13, 2021	SELL	$50.83 - $51.19 $31,514 - $31,737	-620 Reduced 11.02%	5,004 $255,000
Q1 2021 May 11, 2021	SELL	$51.0 - $51.58 $62,475 - $63,185	-1,225 Reduced 17.89%	5,624 $287,000
Q4 2020 Feb 10, 2021	BUY	$51.39 - $51.73 $110,539 - $111,271	2,151 Added 45.79%	6,849 $352,000

Q3 2020 Nov 10, 2020	BUY	$51.62 - $51.89 $242,510 - $243,779	4,698 New	4,698 $243,000

395

65.9M

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