WR Wealth Planners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $113K | Hold |
4,084
| – | – | 0.04% | 216 |
|
|
2024
Q3 | $121K | Hold |
4,084
| – | – | 0.03% | 242 |
|
|
2024
Q2 | $114K | Hold |
4,084
| – | – | 0.03% | 232 |
|
|
2024
Q1 | $97.2K | Buy |
+4,084
| New | +$97.2K | 0.03% | 258 |
|
|
2023
Q4 | – | Sell |
-4,084
| Closed | -$86.8K | – | 745 |
|
|
2023
Q3 | $86.8K | Hold |
4,084
| – | – | 0.03% | 263 |
|
|
2023
Q2 | $89.2K | Buy |
4,084
+84
| +2% | +$1.84K | 0.03% | 258 |
|
|
2023
Q1 | $92.4K | Buy |
+4,000
| New | +$92.4K | 0.04% | 243 |
|