Baystate Wealth Management’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $26.7K | Buy |
1,224
+270
| +28% | +$5.88K | ﹤0.01% | 500 |
|
|
2023
Q3 | $19.4K | Hold |
954
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $19.9K | Hold |
954
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $21.1K | Buy |
954
+26
| +3% | +$575 | ﹤0.01% | 455 |
|
|
2022
Q4 | $20K | Sell |
928
-155
| -14% | -$3.34K | ﹤0.01% | 463 |
|
|
2022
Q3 | $19K | Sell |
1,083
-50
| -4% | -$877 | ﹤0.01% | 439 |
|
|
2022
Q2 | $21K | Buy |
1,133
+657
| +138% | +$12.2K | ﹤0.01% | 446 |
|
|
2022
Q1 | $11K | Hold |
476
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $10K | Hold |
476
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $10K | Buy |
476
+176
| +59% | +$3.7K | ﹤0.01% | 528 |
|
|
2021
Q2 | $7K | Buy |
300
+100
| +50% | +$2.33K | ﹤0.01% | 542 |
|
|
2021
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 521 |
|
|
2013
Q3 | – | Sell |
-800
| Closed | -$15K | – | 200 |
|
|
2013
Q2 | $15K | Buy |
+800
| New | +$15K | 0.01% | 168 |
|