Svb Wealth LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Svb Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$11.02 - $12.07 $981,176 - $1.07 Million	89,036 New	89,036 $995,000
Q1 2020 May 11, 2020	SELL	$10.01 - $15.25 $165,615 - $252,311	-16,545 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$14.7 - $15.12 $75,058 - $77,202	5,106 Added 44.64%	16,545 $248,000
Q3 2019 Nov 01, 2019	SELL	$14.62 - $15.03 $6,213 - $6,387	-425 Reduced 3.58%	11,439 $172,000
Q2 2019 Jul 10, 2019	BUY	$14.49 - $14.76 $171,909 - $175,112	11,864 New	11,864 $174,000

512

177M

36K

100

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