Steward Partners Investment Advisory’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Hold |
0
| – | -$7K | – | 2682 |
|
|
2019
Q4 | – | Hold |
0
| – | -$7K | – | 2156 |
|
|
2019
Q3 | – | Hold |
0
| – | -$6K | – | 2153 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2172 |
|
|
2018
Q4 | – | Hold |
0
| – | -$7K | – | 1938 |
|
|
2018
Q3 | – | Hold |
0
| – | -$8K | – | 2029 |
|
|
2018
Q2 | – | Hold |
0
| – | -$7K | – | 1828 |
|
|
2018
Q1 | – | Hold |
0
| – | -$8K | – | 1701 |
|
|
2017
Q4 | – | Hold |
0
| – | -$8K | – | 1409 |
|
|
2017
Q3 | – | Sell |
-62
| Closed | -$10K | – | 1179 |
|
|
2017
Q2 | $10K | Sell |
62
-6
| -9% | -$968 | ﹤0.01% | 1043 |
|
|
2017
Q1 | $12K | Buy |
+68
| New | +$12K | ﹤0.01% | 898 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 546 |
|