Life Planning Partners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,901
| Closed | -$107K | – | 208 |
|
2023
Q4 | $107K | Buy |
+4,901
| New | +$107K | 0.11% | 79 |
|
2022
Q3 | $8.75K | Hold |
500
| – | – | 0.01% | 136 |
|
2022
Q2 | $9K | Hold |
500
| – | – | 0.01% | 139 |
|
2022
Q1 | $11K | Hold |
500
| – | – | 0.01% | 131 |
|
2021
Q4 | $11K | Buy |
+500
| New | +$11K | 0.01% | 132 |
|