Lyons Wealth Management’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-22,900
| Closed | -$314K | – | 42 |
|
|
2018
Q3 | $314K | Buy |
22,900
+15,000
| +190% | +$206K | 0.62% | 37 |
|
|
2018
Q2 | $120K | Sell |
7,900
-4,500
| -36% | -$68.4K | 0.17% | 40 |
|
|
2018
Q1 | $191K | Buy |
+12,400
| New | +$191K | 0.29% | 46 |
|
|
2017
Q4 | – | Sell |
-4,100
| Closed | -$65K | – | 56 |
|
|
2017
Q3 | $65K | Sell |
4,100
-2,200
| -35% | -$34.9K | 0.1% | 43 |
|
|
2017
Q2 | $99K | Buy |
6,300
+5,300
| +530% | +$83.3K | 0.14% | 50 |
|
|
2017
Q1 | $17K | Buy |
+1,000
| New | +$17K | 0.02% | 39 |
|