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 |
|