Wagner Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34
| Closed | -$3K | – | 647 |
|
|
2022
Q3 | $3K | Sell |
34
-1
| -3% | -$88 | ﹤0.01% | 587 |
|
|
2022
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 594 |
|
|
2022
Q1 | – | Sell |
-105
| Closed | -$11K | – | 587 |
|
|
2021
Q4 | $11K | Hold |
105
| – | – | 0.01% | 482 |
|
|
2021
Q3 | $11K | Sell |
105
-48
| -31% | -$5.03K | 0.01% | 461 |
|
|
2021
Q2 | $19K | Sell |
153
-35
| -19% | -$4.35K | 0.01% | 396 |
|
|
2021
Q1 | $23K | Buy |
+188
| New | +$23K | 0.02% | 340 |
|