B. Riley Wealth Advisors’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,296
| Closed | -$300K | – | 1582 |
|
|
2024
Q1 | $300K | Buy |
4,296
+500
| +13% | +$34.9K | 0.01% | 1040 |
|
|
2023
Q4 | $280K | Sell |
3,796
-500
| -12% | -$36.9K | 0.01% | 1087 |
|
|
2023
Q3 | $300K | Sell |
4,296
-1,000
| -19% | -$69.8K | 0.01% | 1040 |
|
|
2023
Q2 | $389K | Buy |
5,296
+1,250
| +31% | +$91.8K | 0.01% | 989 |
|
|
2023
Q1 | $329K | Buy |
4,046
+200
| +5% | +$16.3K | 0.01% | 1020 |
|
|
2022
Q4 | $340K | Sell |
3,846
-700
| -15% | -$61.9K | 0.01% | 976 |
|
|
2022
Q3 | $351K | Buy |
+4,546
| New | +$351K | 0.01% | 926 |
|