Foster Victor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,150
| Closed | -$364K | – | 173 |
|
|
2023
Q2 | $364K | Buy |
17,150
+2,000
| +13% | +$42.4K | 0.04% | 118 |
|
|
2023
Q1 | $348K | Buy |
+15,150
| New | +$348K | 0.04% | 121 |
|
|
2019
Q4 | – | Sell |
-9,076
| Closed | -$148K | – | 111 |
|
|
2019
Q3 | $148K | Hold |
9,076
| – | – | 0.08% | 89 |
|
|
2019
Q2 | $128K | Sell |
9,076
-1,000
| -10% | -$14.1K | 0.09% | 94 |
|
|
2019
Q1 | $143K | Hold |
10,076
| – | – | 0.11% | 89 |
|
|
2018
Q4 | $146K | Buy |
+10,076
| New | +$146K | 0.14% | 79 |
|