AOWM
Alpha Omega Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,575
| Closed | -$37K | – | 501 |
|
|
2019
Q2 | $37K | Sell |
2,575
-1,025
| -28% | -$14.7K | 0.02% | 284 |
|
|
2019
Q1 | $51K | Hold |
3,600
| – | – | 0.02% | 240 |
|
|
2018
Q4 | $52K | Hold |
3,600
| – | – | 0.03% | 216 |
|
|
2018
Q3 | $49K | Sell |
3,600
-250
| -6% | -$3.4K | 0.02% | 224 |
|
|
2018
Q2 | $58K | Buy |
3,850
+2,300
| +148% | +$34.6K | 0.03% | 213 |
|
|
2018
Q1 | $24K | Hold |
1,550
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $25K | Hold |
1,550
| – | – | 0.01% | 269 |
|
|
2017
Q3 | $24K | Hold |
1,550
| – | – | 0.01% | 279 |
|
|
2017
Q2 | $24K | Hold |
1,550
| – | – | 0.01% | 277 |
|
|
2017
Q1 | $27K | Hold |
1,550
| – | – | 0.01% | 272 |
|
|
2016
Q4 | $23K | Buy |
+1,550
| New | +$23K | 0.01% | 277 |
|