NWA
Navis Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,128
| Closed | -$347K | – | 109 |
|
|
2021
Q4 | $347K | Sell |
16,128
-15,141
| -48% | -$326K | 0.29% | 70 |
|
|
2021
Q3 | $642K | Sell |
31,269
-6,587
| -17% | -$135K | 0.45% | 40 |
|
|
2021
Q2 | $917K | Buy |
37,856
+5,020
| +15% | +$122K | 0.77% | 28 |
|
|
2021
Q1 | $745K | Sell |
32,836
-9,023
| -22% | -$205K | 0.58% | 35 |
|
|
2020
Q4 | $1.03M | Buy |
+41,859
| New | +$1.03M | 0.93% | 24 |
|