Rockbridge Investment 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
2024
Q1
Sell
-300
Closed -$6.53K 530
2023
Q4
$6.53K Buy
+300
New +$6.53K ﹤0.01% 442
2022
Q3
Sell
-300
Closed -$5.59K 505
2022
Q2
$5.59K Hold
300
﹤0.01% 437
2022
Q1
$6.82K Hold
300
﹤0.01% 573
2021
Q4
$6K Hold
300
﹤0.01% 644
2021
Q3
$6K Hold
300
﹤0.01% 593
2021
Q2
$7K Buy
+300
New +$7K ﹤0.01% 571