Baystate Wealth Management LLC Svb Financial Group Transaction History

Baystate Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$21.04 - $436.17 $1,809 - $37,510	-86 Reduced 95.56%	4 $1,000
Q1 2021 Apr 21, 2021	BUY	$386.16 - $551.63 $1,544 - $2,206	4 Added 4.65%	90 $44,000
Q4 2019 Jan 21, 2020	SELL	$188.33 - $254.21 $3,013 - $4,067	-16 Reduced 15.69%	86 $22,000
Q4 2018 Jan 24, 2019	SELL	$180.49 - $321.39 $721 - $1,285	-4 Reduced 3.77%	102 $24,000
Q3 2018 Oct 16, 2018	SELL	$289.02 - $331.24 $289 - $331	-1 Reduced 0.93%	106 $32,000
Q2 2018 Jul 17, 2018	BUY	$233.42 - $325.72 $8,169 - $11,400	35 Added 48.61%	107 $32,000
Q1 2018 Apr 24, 2018	BUY	$227.08 - $270.72 $16,349 - $19,491	72 New	72 $18,000

150K

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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