JWM
Janiczek Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$1.09K | – | 1152 |
|
|
2023
Q4 | $1.09K | Sell |
50
-175
| -78% | -$3.81K | ﹤0.01% | 924 |
|
|
2023
Q3 | $4.58K | Hold |
225
| – | – | ﹤0.01% | 737 |
|
|
2023
Q2 | $4.7K | Hold |
225
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $5.25K | Hold |
225
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $4.92K | Hold |
225
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $4K | Hold |
225
| – | – | ﹤0.01% | 709 |
|
|
2022
Q1 | $5K | Sell |
225
-14
| -6% | -$311 | ﹤0.01% | 671 |
|
|
2021
Q4 | $5K | Hold |
239
| – | – | ﹤0.01% | 712 |
|
|
2021
Q3 | $5K | Buy |
239
+14
| +6% | +$293 | ﹤0.01% | 698 |
|
|
2021
Q2 | $5K | Hold |
225
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $5K | Sell |
225
-6,550
| -97% | -$146K | ﹤0.01% | 646 |
|
|
2020
Q4 | $166K | Hold |
6,775
| – | – | 0.08% | 70 |
|
|
2020
Q3 | $147K | Hold |
6,775
| – | – | 0.08% | 52 |
|
|
2020
Q2 | $115K | Hold |
6,775
| – | – | 0.06% | 50 |
|
|
2020
Q1 | $88K | Hold |
6,775
| – | – | 0.05% | 49 |
|
|
2019
Q4 | $113K | Hold |
6,775
| – | – | 0.05% | 53 |
|
|
2019
Q3 | $108K | Hold |
6,775
| – | – | 0.05% | 55 |
|
|
2019
Q2 | $97K | Hold |
6,775
| – | – | 0.05% | 56 |
|
|
2019
Q1 | $96K | Hold |
6,775
| – | – | 0.05% | 60 |
|
|
2018
Q4 | $98K | Sell |
6,775
-82
| -1% | -$1.19K | 0.05% | 60 |
|
|
2018
Q3 | $94K | Buy |
6,857
+82
| +1% | +$1.12K | 0.05% | 51 |
|
|
2018
Q2 | $103K | Buy |
+6,775
| New | +$103K | 0.05% | 51 |
|
|
2017
Q1 | – | Sell |
-7,019
| Closed | -$106K | – | 49 |
|
|
2016
Q4 | $106K | Buy |
+7,019
| New | +$106K | 0.05% | 36 |
|