Glassman Wealth Services’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
Q1 | – | Sell |
-145
| Closed | -$3.16K | – | 1554 |
|
|
2023
Q4 | $3.16K | Hold |
145
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q3 | $2.95K | Buy |
+145
| New | +$2.95K | ﹤0.01% | 1218 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$6.61K | – | 1978 |
|
|
2022
Q4 | $6.61K | Hold |
300
| – | – | ﹤0.01% | 952 |
|
|
2022
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q2 | $6K | Buy |
300
+75
| +33% | +$1.5K | ﹤0.01% | 963 |
|
|
2022
Q1 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 1011 |
|
|
2021
Q4 | – | Sell |
-275
| Closed | -$6K | – | 1884 |
|
|
2021
Q3 | $6K | Buy |
275
+50
| +22% | +$1.09K | ﹤0.01% | 922 |
|
|
2021
Q2 | $5K | Hold |
225
| – | – | ﹤0.01% | 934 |
|
|
2021
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 874 |
|
|
2020
Q4 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 839 |
|