LWS
Lucia Wealth Services’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-553
| Closed | -$9K | – | 184 |
|
|
2020
Q2 | $9K | Sell |
553
-400
| -42% | -$6.51K | ﹤0.01% | 172 |
|
|
2020
Q1 | $12K | Buy |
953
+400
| +72% | +$5.04K | ﹤0.01% | 183 |
|
|
2019
Q4 | $9K | Buy |
553
+60
| +12% | +$976 | ﹤0.01% | 178 |
|
|
2019
Q3 | $8K | Buy |
493
+133
| +37% | +$2.16K | ﹤0.01% | 160 |
|
|
2019
Q2 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 169 |
|
|
2018
Q3 | – | Sell |
-360
| Closed | -$5K | – | 234 |
|
|
2018
Q2 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 196 |
|