Wealthspire Advisors (Maryland)’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,202
| Closed | -$60K | – | 1797 |
|
|
2019
Q1 | $60K | Hold |
4,202
| – | – | ﹤0.01% | 835 |
|
|
2018
Q4 | $61K | Hold |
4,202
| – | – | 0.01% | 774 |
|
|
2018
Q3 | $58K | Hold |
4,202
| – | – | ﹤0.01% | 915 |
|
|
2018
Q2 | $64K | Hold |
4,202
| – | – | 0.01% | 889 |
|
|
2018
Q1 | $65K | Hold |
4,202
| – | – | 0.01% | 887 |
|
|
2017
Q4 | $67K | Hold |
4,202
| – | – | 0.01% | 885 |
|
|
2017
Q3 | $66K | Hold |
4,202
| – | – | 0.01% | 877 |
|
|
2017
Q2 | $66K | Hold |
4,202
| – | – | 0.01% | 844 |
|
|
2017
Q1 | $72K | Sell |
4,202
-500
| -11% | -$8.57K | 0.01% | 700 |
|
|
2016
Q4 | $71K | Buy |
4,702
+1,825
| +63% | +$27.6K | 0.01% | 679 |
|
|
2016
Q3 | $52K | Buy |
2,877
+1,325
| +85% | +$23.9K | 0.01% | 765 |
|
|
2016
Q2 | $28K | Hold |
1,552
| – | – | ﹤0.01% | 890 |
|
|
2016
Q1 | $23K | Hold |
1,552
| – | – | ﹤0.01% | 929 |
|
|
2015
Q4 | $20K | Buy |
+1,552
| New | +$20K | ﹤0.01% | 970 |
|