Accel Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,117
| Closed | -$211K | – | 180 |
|
|
2023
Q2 | $211K | Sell |
10,117
-200
| -2% | -$4.18K | 0.12% | 158 |
|
|
2023
Q1 | $228K | Hold |
10,317
| – | – | 0.09% | 197 |
|
|
2022
Q4 | $227K | Buy |
10,317
+2,070
| +25% | +$45.6K | 0.11% | 149 |
|
|
2022
Q3 | $160K | Sell |
8,247
-200
| -2% | -$3.88K | 0.09% | 184 |
|
|
2022
Q2 | $145K | Hold |
8,447
| – | – | 0.08% | 182 |
|
|
2022
Q1 | $192K | Sell |
8,447
-600
| -7% | -$13.6K | 0.1% | 162 |
|
|
2021
Q4 | $195K | Sell |
9,047
-20
| -0.2% | -$431 | 0.1% | 171 |
|
|
2021
Q3 | $186K | Buy |
9,067
+1,250
| +16% | +$25.6K | 0.12% | 142 |
|
|
2021
Q2 | $189K | Buy |
7,817
+295
| +4% | +$7.13K | 0.13% | 159 |
|
|
2021
Q1 | $171K | Buy |
7,522
+6,179
| +460% | +$140K | 0.14% | 154 |
|
|
2020
Q4 | $33K | Buy |
+1,343
| New | +$33K | 0.03% | 385 |
|