WFG 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $212K | Buy |
13,492
+7,335
| +119% | +$115K | 0.05% | 356 |
|
2017
Q1 | $106K | Sell |
6,157
-7,335
| -54% | -$126K | 0.03% | 468 |
|
2016
Q4 | $204K | Buy |
13,492
+7,021
| +108% | +$106K | 0.05% | 377 |
|
2016
Q3 | $118K | Sell |
6,471
-7,534
| -54% | -$137K | 0.03% | 480 |
|
2016
Q2 | $250K | Buy |
14,005
+7,035
| +101% | +$126K | 0.07% | 279 |
|
2016
Q1 | $102K | Buy |
6,970
+1,750
| +34% | +$25.6K | 0.03% | 464 |
|
2015
Q4 | $69K | Sell |
5,220
-650
| -11% | -$8.59K | 0.02% | 567 |
|
2015
Q3 | $81K | Sell |
5,870
-100
| -2% | -$1.38K | 0.03% | 507 |
|
2015
Q2 | $90K | Sell |
5,970
-250
| -4% | -$3.77K | 0.02% | 564 |
|
2015
Q1 | $99K | Sell |
6,220
-6,401
| -51% | -$102K | 0.03% | 540 |
|
2014
Q4 | $190K | Sell |
12,621
-33,375
| -73% | -$502K | 0.04% | 442 |
|
2014
Q3 | $752K | Sell |
45,996
-6,657
| -13% | -$109K | 0.14% | 173 |
|
2014
Q2 | $1.07M | Sell |
52,653
-380
| -0.7% | -$7.69K | 0.2% | 116 |
|
2014
Q1 | $1.01M | Buy |
53,033
+13,151
| +33% | +$250K | 0.2% | 117 |
|
2013
Q4 | $746K | Sell |
39,882
-25,058
| -39% | -$469K | 0.11% | 220 |
|
2013
Q3 | $1.36M | Buy |
64,940
+9,918
| +18% | +$207K | 0.21% | 121 |
|
2013
Q2 | $1.04M | Buy |
+55,022
| New | +$1.04M | 0.17% | 148 |
|