Bragg Financial Advisors’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,300
| Closed | -$281K | – | 315 |
|
|
2022
Q1 | $281K | Sell |
12,300
-5,000
| -29% | -$114K | 0.02% | 284 |
|
|
2021
Q4 | $355K | Hold |
17,300
| – | – | 0.02% | 258 |
|
|
2021
Q3 | $355K | Hold |
17,300
| – | – | 0.02% | 258 |
|
|
2021
Q2 | $419K | Hold |
17,300
| – | – | 0.03% | 238 |
|
|
2021
Q1 | $393K | Hold |
17,300
| – | – | 0.03% | 232 |
|
|
2020
Q4 | $425K | Hold |
17,300
| – | – | 0.04% | 211 |
|
|
2020
Q3 | $374K | Hold |
17,300
| – | – | 0.04% | 209 |
|
|
2020
Q2 | $294K | Buy |
17,300
+6,900
| +66% | +$117K | 0.03% | 227 |
|
|
2020
Q1 | $136K | Buy |
+10,400
| New | +$136K | 0.02% | 252 |
|