BWM
BerganKDV Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.28K | Hold |
109
| – | – | ﹤0.01% | 678 |
|
|
2023
Q1 | $2.41K | Hold |
109
| – | – | ﹤0.01% | 800 |
|
|
2022
Q4 | $2.4K | Hold |
109
| – | – | ﹤0.01% | 779 |
|
|
2022
Q3 | $2K | Hold |
109
| – | – | ﹤0.01% | 832 |
|
|
2022
Q2 | $2K | Hold |
109
| – | – | ﹤0.01% | 850 |
|
|
2022
Q1 | $2K | Hold |
109
| – | – | ﹤0.01% | 874 |
|
|
2021
Q4 | $2K | Hold |
109
| – | – | ﹤0.01% | 933 |
|
|
2021
Q3 | $2K | Buy |
109
+9
| +9% | +$165 | ﹤0.01% | 906 |
|
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 846 |
|
|
2021
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 806 |
|
|
2020
Q4 | $2K | Sell |
100
-10
| -9% | -$200 | ﹤0.01% | 803 |
|
|
2020
Q3 | $2K | Buy |
110
+100
| +1,000% | +$1.82K | ﹤0.01% | 727 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q1 | $0 | Sell |
10
-400
| -98% | – | ﹤0.01% | 997 |
|
|
2019
Q4 | $7K | Hold |
410
| – | – | ﹤0.01% | 572 |
|
|
2019
Q3 | $7K | Hold |
410
| – | – | ﹤0.01% | 533 |
|
|
2019
Q2 | $6K | Hold |
410
| – | – | ﹤0.01% | 574 |
|
|
2019
Q1 | $6K | Sell |
410
-300
| -42% | -$4.39K | ﹤0.01% | 580 |
|
|
2018
Q4 | $10K | Buy |
710
+10
| +1% | +$141 | ﹤0.01% | 482 |
|
|
2018
Q3 | $10K | Hold |
700
| – | – | ﹤0.01% | 494 |
|
|
2018
Q2 | $11K | Buy |
+700
| New | +$11K | ﹤0.01% | 492 |
|