B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $776 | Buy |
9,324
+5,999
| +180% | +$499 | ﹤0.01% | 338 |
|
|
2022
Q1 | $346K | Buy |
3,325
+725
| +28% | +$75.4K | 0.03% | 417 |
|
|
2021
Q4 | $264K | Buy |
2,600
+675
| +35% | +$68.5K | 0.02% | 505 |
|
|
2021
Q3 | $195K | Buy |
1,925
+925
| +93% | +$93.7K | 0.02% | 575 |
|
|
2021
Q2 | $122K | Buy |
+1,000
| New | +$122K | 0.01% | 406 |
|
|
2015
Q3 | – | Sell |
-15
| Closed | -$3K | – | 647 |
|
|
2015
Q2 | $3K | Sell |
15
-50
| -77% | -$10K | ﹤0.01% | 935 |
|
|
2015
Q1 | $14K | Hold |
65
| – | – | 0.01% | 695 |
|
|
2014
Q4 | $14K | Hold |
65
| – | – | 0.01% | 669 |
|
|
2014
Q3 | $16K | Buy |
65
+15
| +30% | +$3.69K | 0.01% | 671 |
|
|
2014
Q2 | $15K | Hold |
50
| – | – | 0.01% | 736 |
|
|
2014
Q1 | $15K | Buy |
+50
| New | +$15K | 0.01% | 684 |
|