Geneos Wealth Management’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $411K | Sell |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $14K | Buy |
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