IWA
IBEX Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-566
| Closed | -$8K | – | 314 |
|
|
2019
Q2 | $8K | Buy |
+566
| New | +$8K | ﹤0.01% | 318 |
|
|
2017
Q1 | – | Sell |
-57,285
| Closed | -$927K | – | 334 |
|
|
2016
Q4 | $927K | Sell |
57,285
-7,177
| -11% | -$116K | 0.44% | 70 |
|
|
2016
Q3 | $1.17M | Buy |
+64,462
| New | +$1.17M | 0.64% | 55 |
|