AWA
Acorn Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
28,031
+2,665
| +11% | +$87.4K | 0.34% | 71 |
|
|
2025
Q1 | $786K | Buy |
25,366
+972
| +4% | +$30.1K | 0.33% | 69 |
|
|
2024
Q4 | $642K | Buy |
24,394
+10,566
| +76% | +$278K | 0.27% | 82 |
|
|
2024
Q3 | $393K | Buy |
+13,828
| New | +$393K | 0.17% | 124 |
|
|
2018
Q3 | – | Sell |
-5,297
| Closed | -$79K | – | 389 |
|
|
2018
Q2 | $79K | Hold |
5,297
| – | – | 0.07% | 199 |
|
|
2018
Q1 | $81K | Sell |
5,297
-1,200
| -18% | -$18.4K | 0.07% | 196 |
|
|
2017
Q4 | $105K | Buy |
+6,497
| New | +$105K | 0.1% | 165 |
|