BWA
BDO Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $238K | Hold |
11,402
| – | – | 0.03% | 243 |
|
|
2023
Q1 | $252K | Hold |
11,402
| – | – | 0.03% | 227 |
|
|
2022
Q4 | $251K | Hold |
11,402
| – | – | 0.03% | 233 |
|
|
2022
Q3 | $200K | Sell |
11,402
-800
| -7% | -$14K | 0.03% | 247 |
|
|
2022
Q2 | $227K | Buy |
12,202
+4,000
| +49% | +$74.4K | 0.03% | 239 |
|
|
2022
Q1 | $188K | Hold |
8,202
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $176K | Sell |
8,202
-8,633
| -51% | -$185K | 0.02% | 293 |
|
|
2021
Q3 | $345K | Hold |
16,835
| – | – | 0.04% | 218 |
|
|
2021
Q2 | $408K | Hold |
16,835
| – | – | 0.05% | 211 |
|
|
2021
Q1 | $382K | Sell |
16,835
-10,100
| -37% | -$229K | 0.05% | 206 |
|
|
2020
Q4 | $662K | Buy |
26,935
+100
| +0.4% | +$2.46K | 0.09% | 131 |
|
|
2020
Q3 | $581K | Buy |
26,835
+11,610
| +76% | +$251K | 0.09% | 125 |
|
|
2020
Q2 | $259K | Hold |
15,225
| – | – | 0.05% | 194 |
|
|
2020
Q1 | $199K | Hold |
15,225
| – | – | 0.04% | 206 |
|
|
2019
Q4 | $254K | Hold |
15,225
| – | – | 0.07% | 170 |
|
|
2019
Q3 | $242K | Buy |
15,225
+13,675
| +882% | +$217K | 0.06% | 174 |
|
|
2019
Q2 | $22K | Hold |
1,550
| – | – | 0.01% | 383 |
|
|
2019
Q1 | $22K | Hold |
1,550
| – | – | 0.01% | 366 |
|
|
2018
Q4 | $23K | Sell |
1,550
-191
| -11% | -$2.83K | 0.01% | 332 |
|
|
2018
Q3 | $24K | Sell |
1,741
-1,450
| -45% | -$20K | 0.01% | 364 |
|
|
2018
Q2 | $48K | Hold |
3,191
| – | – | 0.02% | 307 |
|
|
2018
Q1 | $49K | Sell |
3,191
-94
| -3% | -$1.44K | 0.02% | 256 |
|
|
2017
Q4 | $53K | Sell |
3,285
-850
| -21% | -$13.7K | 0.02% | 209 |
|
|
2017
Q3 | $65K | Buy |
4,135
+2,109
| +104% | +$33.2K | 0.03% | 173 |
|
|
2017
Q2 | $32K | Buy |
+2,026
| New | +$32K | 0.01% | 263 |
|