Heritage Wealth Management (Arizona)’s Global X Silver Miners ETF NEW SIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $133K | Buy |
4,708
+2,354
| +100% | +$66.3K | 0.02% | 379 |
|
|
2022
Q3 | $57K | Buy |
2,354
+187
| +9% | +$4.53K | 0.02% | 386 |
|
|
2022
Q2 | $56.1K | Hold |
2,167
| – | – | 0.02% | 399 |
|
|
2022
Q1 | $79K | Buy |
+2,167
| New | +$79K | 0.02% | 401 |
|
|
2021
Q3 | $76K | Sell |
2,167
-80
| -4% | -$2.81K | 0.03% | 388 |
|
|
2021
Q2 | $96K | Hold |
2,247
| – | – | 0.04% | 343 |
|
|
2021
Q1 | $90K | Buy |
+2,247
| New | +$90K | 0.05% | 263 |
|