YorkBridge Wealth Partners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-800
| Closed | -$11K | – | 561 |
|
|
2019
Q2 | $11K | Hold |
800
| – | – | ﹤0.01% | 540 |
|
|
2019
Q1 | $11K | Hold |
800
| – | – | 0.01% | 579 |
|
|
2018
Q4 | $12K | Hold |
800
| – | – | 0.01% | 551 |
|
|
2018
Q3 | $11K | Hold |
800
| – | – | 0.01% | 597 |
|
|
2018
Q2 | $12K | Hold |
800
| – | – | 0.01% | 601 |
|
|
2018
Q1 | $12K | Hold |
800
| – | – | 0.01% | 599 |
|
|
2017
Q4 | $13K | Hold |
800
| – | – | 0.01% | 606 |
|
|
2017
Q3 | $13K | Hold |
800
| – | – | 0.01% | 607 |
|
|
2017
Q2 | $12K | Hold |
800
| – | – | 0.01% | 606 |
|
|
2017
Q1 | $13K | Sell |
800
-3,200
| -80% | -$52K | 0.01% | 586 |
|
|
2016
Q4 | $63K | Buy |
+4,000
| New | +$63K | 0.04% | 327 |
|