LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,000
| Closed | -$293K | – | 587 |
|
|
2023
Q4 | $293K | Hold |
14,000
| – | – | ﹤0.01% | 241 |
|
|
2023
Q3 | $292K | Sell |
14,000
-8,101
| -37% | -$169K | ﹤0.01% | 241 |
|
|
2023
Q2 | $462K | Buy |
+22,101
| New | +$462K | ﹤0.01% | 217 |
|
|
2019
Q4 | – | Sell |
-375
| Closed | -$6K | – | 712 |
|
|
2019
Q3 | $6K | Buy |
+375
| New | +$6K | ﹤0.01% | 600 |
|
|
2015
Q1 | – | Sell |
-375
| Closed | -$6K | – | 637 |
|
|
2014
Q4 | $6K | Buy |
+375
| New | +$6K | ﹤0.01% | 591 |
|
|
2014
Q3 | – | Sell |
-4,400
| Closed | -$89K | – | 615 |
|
|
2014
Q2 | $89K | Buy |
+4,400
| New | +$89K | ﹤0.01% | 372 |
|