Carson Wealth (CWM LLC)’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-101
| Closed | -$10K | – | 3822 |
|
|
2021
Q4 | $10K | Buy |
+101
| New | +$10K | ﹤0.01% | 2360 |
|
|
2021
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2021
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2020
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2020
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2020
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2020
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 2447 |
|