Gerber Kawasaki Wealth & Investment 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,060
| Closed | -$200K | – | 269 |
|
2023
Q1 | $200K | Buy |
+9,060
| New | +$200K | 0.02% | 233 |
|
2022
Q4 | – | Sell |
-11,448
| Closed | -$200K | – | 262 |
|
2022
Q3 | $200K | Buy |
+11,448
| New | +$200K | 0.02% | 214 |
|
2021
Q4 | – | Sell |
-8
| Closed | -$8K | – | 955 |
|
2021
Q3 | $8K | Buy |
+8
| New | +$8K | ﹤0.01% | 677 |
|