Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,380
| Closed | -$36K | – | 323 |
|
|
2018
Q2 | $36K | Hold |
2,380
| – | – | 0.01% | 207 |
|
|
2018
Q1 | $37K | Hold |
2,380
| – | – | 0.01% | 197 |
|
|
2017
Q4 | $39K | Buy |
2,380
+200
| +9% | +$3.28K | 0.1% | 104 |
|
|
2017
Q3 | $34K | Hold |
2,180
| – | – | 0.01% | 179 |
|
|
2017
Q2 | $34K | Hold |
2,180
| – | – | 0.01% | 176 |
|
|
2017
Q1 | $38K | Hold |
2,180
| – | – | 0.02% | 171 |
|
|
2016
Q4 | $33K | Hold |
2,180
| – | – | 0.01% | 200 |
|
|
2016
Q3 | $39K | Hold |
2,180
| – | – | 0.02% | 176 |
|
|
2016
Q2 | $38K | Hold |
2,180
| – | – | 0.02% | 166 |
|
|
2016
Q1 | $32K | Hold |
2,180
| – | – | 0.02% | 165 |
|
|
2015
Q4 | $29K | Buy |
+2,180
| New | +$29K | 0.01% | 164 |
|