AWM
Aevitas Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,500
| Closed | -$230K | – | 127 |
|
|
2021
Q2 | $230K | Sell |
9,500
-1,600
| -14% | -$38.7K | 0.15% | 116 |
|
|
2021
Q1 | $252K | Hold |
11,100
| – | – | 0.18% | 105 |
|
|
2020
Q4 | $273K | Sell |
11,100
-1,000
| -8% | -$24.6K | 0.2% | 96 |
|
|
2020
Q3 | $262K | Buy |
+12,100
| New | +$262K | 0.22% | 88 |
|