BWP
BSW Wealth Partners’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,756
| Closed | -$269K | – | 306 |
|
|
2022
Q1 | $269K | Sell |
11,756
-2,079
| -15% | -$47.6K | 0.07% | 221 |
|
|
2021
Q4 | $298K | Buy |
13,835
+3,445
| +33% | +$74.2K | 0.07% | 197 |
|
|
2021
Q3 | $213K | Hold |
10,390
| – | – | 0.06% | 230 |
|
|
2021
Q2 | $252K | Hold |
10,390
| – | – | 0.07% | 201 |
|
|
2021
Q1 | $236K | Buy |
+10,390
| New | +$236K | 0.07% | 185 |
|