AWM
Ameliora Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
14,633
+5,663
| +63% | +$186K | 0.17% | 70 |
|
|
2025
Q1 | $278K | Buy |
+8,970
| New | +$278K | 0.1% | 84 |
|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$31.9K | – | 186 |
|
|
2024
Q2 | $31.9K | Hold |
1,200
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $27.3K | Hold |
1,200
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $26.1K | Hold |
1,200
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $24.4K | Hold |
1,200
| – | – | 0.01% | 154 |
|
|
2023
Q2 | $25.1K | Hold |
1,200
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $26.5K | Hold |
1,200
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $26.4K | Hold |
1,200
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $21K | Buy |
+1,200
| New | +$21K | 0.01% | 175 |
|