Ellevest, Inc. Svb Financial Group Transaction History

Ellevest, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 03, 2023	BUY	$200.26 - $376.49 $69,890 - $131,395	349 Added 170.24%	554 $127,000
Q3 2022 Nov 02, 2022	SELL	$21.04 - $436.17 $336 - $6,978	-16 Reduced 7.24%	205 $69,000
Q2 2022 Jul 18, 2022	BUY	$389.13 - $547.75 $18,289 - $25,744	47 Added 27.01%	221 $87,000
Q1 2022 Apr 19, 2022	BUY	$494.35 - $737.77 $44,491 - $66,399	90 Added 107.14%	174 $97,000
Q4 2021 Jan 24, 2022	BUY	$637.64 - $755.03 $50,373 - $59,647	79 Added 1580.0%	84 $57,000
Q3 2021 Oct 19, 2021	BUY	$534.95 - $674.41 $2,674 - $3,372	5 New	5 $3,000
Q2 2021 Jul 13, 2021	SELL	$483.33 - $606.83 $25,616 - $32,161	-53 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$245.3 - $387.83 $5,887 - $9,307	-24 Reduced 31.17%	53 $21,000
Q3 2020 Oct 26, 2020	SELL	$201.65 - $259.73 $1,613 - $2,077	-8 Reduced 9.41%	77 $19,000
Q2 2020 Jul 06, 2020	SELL	$139.34 - $236.04 $6,548 - $11,093	-47 Reduced 35.61%	85 $18,000
Q1 2020 Apr 13, 2020	BUY	$130.98 - $270.79 $4,322 - $8,936	33 Added 33.33%	132 $20,000
Q4 2019 Feb 05, 2020	BUY	$188.33 - $254.21 $18,644 - $25,166	99 New	99 $25,000

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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