WFG
Windsor Financial Group’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $314K | Hold |
20,000
| – | – | 0.15% | 56 |
|
|
2017
Q1 | $345K | Hold |
20,000
| – | – | 0.16% | 56 |
|
|
2016
Q4 | $302K | Hold |
20,000
| – | – | 0.14% | 61 |
|
|
2016
Q3 | $364K | Sell |
20,000
-2,965
| -13% | -$54K | 0.17% | 59 |
|
|
2016
Q2 | $410K | Buy |
22,965
+2,965
| +15% | +$52.9K | 0.19% | 59 |
|
|
2016
Q1 | $294K | Hold |
20,000
| – | – | 0.13% | 64 |
|
|
2015
Q4 | $264K | Hold |
20,000
| – | – | 0.13% | 68 |
|
|
2015
Q3 | $277K | Sell |
20,000
-21,000
| -51% | -$291K | 0.13% | 66 |
|
|
2015
Q2 | $616K | Buy |
+41,000
| New | +$616K | 0.27% | 60 |
|