Sheets Smith Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,211
| Closed | -$325K | – | 339 |
|
|
2022
Q1 | $325K | Sell |
14,211
-1,930
| -12% | -$44.1K | 0.04% | 268 |
|
|
2021
Q4 | $347K | Sell |
16,141
-1,725
| -10% | -$37.1K | 0.04% | 289 |
|
|
2021
Q3 | $367K | Sell |
17,866
-7,896
| -31% | -$162K | 0.05% | 266 |
|
|
2021
Q2 | $624K | Buy |
25,762
+847
| +3% | +$20.5K | 0.08% | 194 |
|
|
2021
Q1 | $566K | Buy |
24,915
+170
| +0.7% | +$3.86K | 0.08% | 188 |
|
|
2020
Q4 | $608K | Buy |
+24,745
| New | +$608K | 0.09% | 179 |
|