HERITAGE WEALTH MANAGEMENT, LLC – iShares Silver Trust Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$326,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.12%
quarter
iShares Silver Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.52% | -679 shares | -33.58K | $17.5 | 18.61K |
| Q2 2022 | share | Decrease | -0.59% | -115 shares | -84.41K | $18.64 | 19.29K |
| Q1 2022 | share | Increase | +229.59% | 13.51K shares | 323K | $22.88 | 19.40K |
| Q3 2021 | share | Increase | +1.66% | 96 shares | -19K | $20.52 | 5.88K |
| Q2 2021 | share | Decrease | -0.69% | -40 shares | 8K | $24.22 | 5.79K |
| Q1 2021 | share | Increase | 0.00% | 5.83K shares | 132K | $22.7 | 5.83K |