Heritage Wealth Management (Arizona)’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $760K | Buy |
34,496
+15,884
| +85% | +$350K | 0.11% | 138 |
|
|
2022
Q3 | $326K | Sell |
18,612
-679
| -4% | -$11.9K | 0.1% | 138 |
|
|
2022
Q2 | $360K | Sell |
19,291
-115
| -0.6% | -$2.14K | 0.12% | 129 |
|
|
2022
Q1 | $444K | Buy |
+19,406
| New | +$444K | 0.12% | 134 |
|
|
2021
Q3 | $121K | Buy |
5,888
+96
| +2% | +$1.97K | 0.04% | 308 |
|
|
2021
Q2 | $140K | Sell |
5,792
-40
| -0.7% | -$967 | 0.05% | 280 |
|
|
2021
Q1 | $132K | Buy |
+5,832
| New | +$132K | 0.07% | 211 |
|