Destination Wealth Management’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-524
Closed -$7K 719
2019
Q1
$7K Buy
+524
New +$7.65K ﹤0.01% 522
2018
Q2
Sell
-56
Closed -$1K 626
2018
Q1
$1K Buy
+56
New +$884 ﹤0.01% 558

Other funds holding SLV

Destination Wealth Management's SLV Position: Q2 2019 in Review

Destination Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2019, closing a stake of 524 shares — an estimated $7K sold.

Destination Wealth Management first reported a position in SLV in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 374 funds tracked by Wall St. Rank hold SLV as of Q2 2019.

  • Destination Wealth Management reported no remaining iShares Silver Trust position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 524 iShares Silver Trust shares in Q2 2019, an estimated $7K.
  • Destination Wealth Management first reported a position in iShares Silver Trust in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's iShares Silver Trust position peaked at $7K in Q1 2019.
  • 374 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.