Walkner Condon Financial Advisors’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,414
| Closed | -$277K | – | 275 |
|
|
2024
Q2 | $277K | Hold |
10,414
| – | – | 0.06% | 213 |
|
|
2024
Q1 | $237K | Sell |
10,414
-3,300
| -24% | -$75.1K | 0.05% | 242 |
|
|
2023
Q4 | $299K | Sell |
13,714
-700
| -5% | -$15.2K | 0.07% | 215 |
|
|
2023
Q3 | $293K | Buy |
14,414
+350
| +2% | +$7.12K | 0.08% | 195 |
|
|
2023
Q2 | $294K | Buy |
14,064
+2,720
| +24% | +$56.8K | 0.08% | 188 |
|
|
2023
Q1 | $251K | Buy |
+11,344
| New | +$251K | 0.07% | 198 |
|
|
2022
Q4 | – | Sell |
-10,420
| Closed | -$182K | – | 234 |
|
|
2022
Q3 | $182K | Buy |
+10,420
| New | +$182K | 0.06% | 210 |
|