Stamos Capital Partners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-48,310
| Closed | -$991K | – | 61 |
|
|
2021
Q3 | $991K | Buy |
48,310
+5,400
| +13% | +$111K | 0.55% | 39 |
|
|
2021
Q2 | $1.04M | Buy |
42,910
+18,110
| +73% | +$439K | 0.55% | 39 |
|
|
2021
Q1 | $563K | Hold |
24,800
| – | – | 0.28% | 43 |
|
|
2020
Q4 | $609K | Buy |
24,800
+15,500
| +167% | +$381K | 0.26% | 46 |
|
|
2020
Q3 | $201K | Buy |
+9,300
| New | +$201K | 0.07% | 68 |
|