SWM
Selective Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,602
| Closed | -$63K | – | 626 |
|
|
2022
Q3 | $63K | Sell |
3,602
-500
| -12% | -$8.75K | 0.03% | 269 |
|
|
2022
Q2 | $76K | Hold |
4,102
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $94K | Hold |
4,102
| – | – | 0.03% | 216 |
|
|
2021
Q4 | $88K | Hold |
4,102
| – | – | 0.04% | 209 |
|
|
2021
Q3 | $84K | Sell |
4,102
-535
| -12% | -$11K | 0.04% | 204 |
|
|
2021
Q2 | $112K | Hold |
4,637
| – | – | 0.09% | 104 |
|
|
2021
Q1 | $105K | Buy |
4,637
+3,227
| +229% | +$73.1K | 0.1% | 81 |
|
|
2020
Q4 | $35K | Hold |
1,410
| – | – | 0.02% | 135 |
|
|
2020
Q3 | $31K | Hold |
1,410
| – | – | 0.02% | 124 |
|
|
2020
Q2 | $24K | Hold |
1,410
| – | – | 0.02% | 157 |
|
|
2020
Q1 | $18K | Hold |
1,410
| – | – | 0.03% | 116 |
|
|
2019
Q4 | $24K | Sell |
1,410
-190
| -12% | -$3.23K | 0.03% | 109 |
|
|
2019
Q3 | $25K | Buy |
+1,600
| New | +$25K | 0.03% | 108 |
|
|
2018
Q3 | $56K | Buy |
+4,075
| New | +$56K | 0.67% | 35 |
|