WR Wealth Planners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $69.3K | Hold |
2,633
| – | – | 0.02% | 284 |
|
|
2024
Q3 | $74.8K | Hold |
2,633
| – | – | 0.02% | 290 |
|
|
2024
Q2 | $70K | Hold |
2,633
| – | – | 0.02% | 293 |
|
|
2024
Q1 | $59.9K | Buy |
+2,633
| New | +$59.9K | 0.02% | 309 |
|
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$50.9K | – | 749 |
|
|
2023
Q3 | $50.9K | Hold |
2,500
| – | – | 0.02% | 314 |
|
|
2023
Q2 | $52.2K | Hold |
2,500
| – | – | 0.02% | 310 |
|
|
2023
Q1 | $55.3K | Buy |
+2,500
| New | +$55.3K | 0.02% | 308 |
|