Arkadios 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 | $8.93M | Buy |
272,118
+76,828
| +39% | +$2.52M | 0.26% | 71 |
|
|
2025
Q1 | $6.05M | Buy |
195,290
+9,707
| +5% | +$301K | 0.23% | 97 |
|
|
2024
Q4 | $4.89M | Sell |
185,583
-10,726
| -5% | -$282K | 0.27% | 80 |
|
|
2024
Q3 | $5.58M | Sell |
196,309
-96,941
| -33% | -$2.75M | 0.32% | 62 |
|
|
2024
Q2 | $7.79M | Buy |
293,250
+9,166
| +3% | +$244K | 0.53% | 35 |
|
|
2024
Q1 | $6.46M | Buy |
284,084
+27,729
| +11% | +$631K | 0.5% | 41 |
|
|
2023
Q4 | $5.58M | Buy |
256,355
+11,386
| +5% | +$248K | 0.47% | 43 |
|
|
2023
Q3 | $4.98M | Buy |
244,969
+202,314
| +474% | +$4.12M | 0.47% | 46 |
|
|
2023
Q2 | $891K | Buy |
42,655
+2,368
| +6% | +$49.5K | 0.1% | 202 |
|
|
2023
Q1 | $891K | Sell |
40,287
-894
| -2% | -$19.8K | 0.11% | 206 |
|
|
2022
Q4 | $907K | Buy |
41,181
+3,958
| +11% | +$87.2K | 0.12% | 184 |
|
|
2022
Q3 | $651K | Buy |
37,223
+10,200
| +38% | +$178K | 0.1% | 221 |
|
|
2022
Q2 | $504K | Sell |
27,023
-2,691
| -9% | -$50.2K | 0.08% | 278 |
|
|
2022
Q1 | $680K | Buy |
29,714
+10,330
| +53% | +$236K | 0.09% | 247 |
|
|
2021
Q4 | $417K | Sell |
19,384
-1,274
| -6% | -$27.4K | 0.06% | 361 |
|
|
2021
Q3 | $423K | Sell |
20,658
-5,535
| -21% | -$113K | 0.06% | 330 |
|
|
2021
Q2 | $634K | Sell |
26,193
-3,496
| -12% | -$84.6K | 0.08% | 282 |
|
|
2021
Q1 | $673K | Buy |
29,689
+6,443
| +28% | +$146K | 0.11% | 211 |
|
|
2020
Q4 | $571K | Buy |
23,246
+14,070
| +153% | +$346K | 0.12% | 183 |
|
|
2020
Q3 | $206K | Buy |
9,176
+1,000
| +12% | +$22.4K | 0.1% | 172 |
|
|
2020
Q2 | $147K | Buy |
8,176
+1,491
| +22% | +$26.8K | 0.08% | 202 |
|
|
2020
Q1 | $87.2K | Sell |
6,685
-2,075
| -24% | -$27.1K | 0.06% | 253 |
|
|
2019
Q4 | $144K | Buy |
+8,760
| New | +$144K | 0.09% | 189 |
|