Svb Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History

Svb Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$39.75 - $43.15 $145,286 - $157,713	-3,655 Reduced 42.16%	5,014 $208,000
Q1 2024 May 15, 2024	SELL	$39.85 - $43.04 $340,597 - $367,862	-8,547 Reduced 49.65%	8,669 $373,000
Q4 2023 Jan 30, 2024	SELL	$34.3 - $42.83 $34,437 - $43,001	-1,004 Reduced 5.51%	17,216 $726,000
Q3 2023 Oct 23, 2023	BUY	$36.35 - $41.02 $662,297 - $747,384	18,220 New	18,220 $672,000
Q2 2022 Aug 16, 2022	SELL	$34.83 - $42.53 $16,509 - $20,159	-474 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$41.43 - $45.3 $19,637 - $21,472	474 New	474 $20,000

892

198M

39.5K

5.8K

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