Laurel Wealth Advisors (California)’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 | $360K | Sell |
16,536
-6,250
| -27% | -$136K | 0.04% | 444 |
|
2022
Q3 | $399K | Sell |
22,786
-1,161
| -5% | -$20.3K | 0.04% | 398 |
|
2022
Q2 | $446K | Sell |
23,947
-3,719
| -13% | -$69.3K | 0.05% | 386 |
|
2022
Q1 | $633K | Buy |
27,666
+2,269
| +9% | +$51.9K | 0.05% | 351 |
|
2021
Q4 | $547K | Buy |
25,397
+11,694
| +85% | +$252K | 0.04% | 421 |
|
2021
Q3 | $281K | Sell |
13,703
-160,843
| -92% | -$3.3M | 0.05% | 355 |
|
2021
Q2 | $4.23M | Buy |
174,546
+36,085
| +26% | +$874K | 0.55% | 41 |
|
2021
Q1 | $3.14M | Buy |
138,461
+12,622
| +10% | +$287K | 0.48% | 46 |
|
2020
Q4 | $3.09M | Buy |
125,839
+2,300
| +2% | +$56.5K | 0.45% | 53 |
|
2020
Q3 | $2.67M | Buy |
+123,539
| New | +$2.67M | 0.44% | 57 |
|
2020
Q2 | – | Sell |
-20,287
| Closed | -$265K | – | 384 |
|
2020
Q1 | $265K | Buy |
+20,287
| New | +$265K | 0.06% | 295 |
|