EWM
Edge Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,625
| Closed | -$147K | – | 601 |
|
|
2020
Q2 | $147K | Hold |
8,625
| – | – | 0.03% | 164 |
|
|
2020
Q1 | $113K | Buy |
+8,625
| New | +$113K | 0.02% | 166 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 604 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 622 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$1K | – | 528 |
|
|
2016
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 459 |
|
|
2016
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 452 |
|
|
2016
Q2 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 437 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$30K | – | 482 |
|
|
2015
Q2 | $30K | Hold |
2,000
| – | – | 0.01% | 225 |
|
|
2015
Q1 | $32K | Hold |
2,000
| – | – | 0.01% | 220 |
|
|
2014
Q4 | $30K | Buy |
+2,000
| New | +$30K | 0.01% | 236 |
|
|
2013
Q3 | – | Sell |
-5,400
| Closed | -$102K | – | 357 |
|
|
2013
Q2 | $102K | Buy |
+5,400
| New | +$102K | 0.07% | 87 |
|