Balboa Wealth Partners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,024
| Closed | -$228K | – | 380 |
|
|
2024
Q3 | $228K | Sell |
8,024
-165
| -2% | -$4.69K | 0.06% | 244 |
|
|
2024
Q2 | $218K | Buy |
+8,189
| New | +$218K | 0.06% | 243 |
|
|
2024
Q1 | – | Sell |
-9,347
| Closed | -$204K | – | 312 |
|
|
2023
Q4 | $204K | Buy |
+9,347
| New | +$204K | 0.07% | 212 |
|
|
2023
Q2 | – | Sell |
-15,612
| Closed | -$345K | – | 336 |
|
|
2023
Q1 | $345K | Buy |
+15,612
| New | +$345K | 0.13% | 146 |
|