WFA
Websterrogers Financial Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,500
| Closed | -$699K | – | 81 |
|
|
2021
Q4 | $699K | Hold |
32,500
| – | – | 0.16% | 43 |
|
|
2021
Q3 | $667K | Hold |
32,500
| – | – | 0.15% | 38 |
|
|
2021
Q2 | $757K | Buy |
32,500
+4,000
| +14% | +$93.2K | 0.18% | 38 |
|
|
2021
Q1 | $647K | Buy |
+28,500
| New | +$647K | 0.18% | 33 |
|