Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-967
| Closed | -$22K | – | 401 |
|
|
2024
Q1 | $22K | Sell |
967
-10
| -1% | -$228 | ﹤0.01% | 185 |
|
|
2023
Q4 | $21.5K | Buy |
977
+10
| +1% | +$220 | ﹤0.01% | 136 |
|
|
2023
Q3 | $19.7K | Hold |
967
| – | – | ﹤0.01% | 177 |
|
|
2023
Q2 | $20.2K | Hold |
967
| – | – | ﹤0.01% | 167 |
|
|
2023
Q1 | $21.4K | Sell |
967
-10
| -1% | -$221 | ﹤0.01% | 169 |
|
|
2022
Q4 | $21.5K | Hold |
977
| – | – | ﹤0.01% | 136 |
|
|
2022
Q3 | $17.1K | Hold |
977
| – | – | ﹤0.01% | 135 |
|
|
2022
Q2 | $18.2K | Buy |
+977
| New | +$18.2K | ﹤0.01% | 138 |
|