JWM
JGP Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,123
| Closed | -$224K | – | 156 |
|
|
2022
Q3 | $224K | Hold |
12,123
| – | – | 0.05% | 137 |
|
|
2022
Q2 | $214K | Hold |
12,123
| – | – | 0.04% | 139 |
|
|
2022
Q1 | $277K | Buy |
12,123
+409
| +3% | +$9.35K | 0.05% | 140 |
|
|
2021
Q4 | $246K | Sell |
11,714
-3,000
| -20% | -$63K | 0.05% | 151 |
|
|
2021
Q3 | $302K | Hold |
14,714
| – | – | 0.07% | 128 |
|
|
2021
Q2 | $356K | Hold |
14,714
| – | – | 0.08% | 120 |
|
|
2021
Q1 | $334K | Sell |
14,714
-2,000
| -12% | -$45.4K | 0.07% | 120 |
|
|
2020
Q4 | $409K | Hold |
16,714
| – | – | 0.09% | 102 |
|
|
2020
Q3 | $369K | Buy |
+16,714
| New | +$369K | 0.1% | 95 |
|