LWP
Lumature Wealth Partners’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $219K | Hold |
10,490
| – | – | 0.13% | 152 |
|
|
2023
Q1 | $232K | Hold |
10,490
| – | – | 0.13% | 141 |
|
|
2022
Q4 | $231K | Hold |
10,490
| – | – | 0.13% | 133 |
|
|
2022
Q3 | $184K | Buy |
10,490
+1,550
| +17% | +$27.2K | 0.1% | 164 |
|
|
2022
Q2 | $167K | Buy |
8,940
+2,153
| +32% | +$40.2K | 0.07% | 180 |
|
|
2022
Q1 | $155K | Sell |
6,787
-300
| -4% | -$6.85K | 0.06% | 191 |
|
|
2021
Q4 | $152K | Hold |
7,087
| – | – | 0.06% | 157 |
|
|
2021
Q3 | $145K | Buy |
7,087
+1,394
| +24% | +$28.5K | 0.06% | 157 |
|
|
2021
Q2 | $138K | Hold |
5,693
| – | – | 0.06% | 162 |
|
|
2021
Q1 | $129K | Buy |
+5,693
| New | +$129K | 0.07% | 152 |
|