Avantax Advisory Services’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.28M Buy
130,316
+31,633
+32% +$1.04M 0.02% 499
2025
Q1
$3.06M Buy
98,683
+10,491
+12% +$325K 0.02% 569
2024
Q4
$2.32M Buy
88,192
+7,321
+9% +$193K 0.01% 649
2024
Q3
$2.3M Sell
80,871
-4,593
-5% -$130K 0.02% 634
2024
Q2
$2.27M Buy
85,464
+9,461
+12% +$251K 0.02% 611
2024
Q1
$1.73M Buy
76,003
+743
+1% +$16.9K 0.02% 575
2023
Q4
$1.64M Sell
75,260
-6,578
-8% -$143K 0.02% 565
2023
Q3
$1.66M Sell
81,838
-12,795
-14% -$260K 0.02% 517
2023
Q2
$1.98M Sell
94,633
-45,346
-32% -$947K 0.02% 454
2023
Q1
$3.1M Buy
139,979
+2,731
+2% +$60.4K 0.04% 342
2022
Q4
$3.02M Buy
137,248
+59,519
+77% +$1.31M 0.04% 333
2022
Q3
$1.36M Sell
77,729
-1,340
-2% -$23.4K 0.02% 472
2022
Q2
$1.47M Buy
79,069
+4,095
+5% +$76.3K 0.02% 449
2022
Q1
$1.72M Buy
74,974
+16,710
+29% +$384K 0.02% 412
2021
Q4
$1.25M Sell
58,264
-5,225
-8% -$112K 0.02% 461
2021
Q3
$1.3M Buy
63,489
+925
+1% +$18.9K 0.02% 418
2021
Q2
$1.51M Sell
62,564
-11,303
-15% -$273K 0.03% 390
2021
Q1
$1.68M Buy
73,867
+34,833
+89% +$791K 0.04% 323
2020
Q4
$961K Sell
39,034
-94,490
-71% -$2.33M 0.02% 396
2020
Q3
$2.9M Buy
133,524
+79,901
+149% +$1.73M 0.05% 288
2020
Q2
$912K Buy
53,623
+2,863
+6% +$48.7K 0.03% 363
2020
Q1
$662K Sell
50,760
-597
-1% -$7.79K 0.02% 375
2019
Q4
$859K Buy
51,357
+2,451
+5% +$41K 0.02% 364
2019
Q3
$781K Sell
48,906
-324
-0.7% -$5.17K 0.03% 254
2019
Q2
$705K Buy
49,230
+723
+1% +$10.4K 0.03% 242
2019
Q1
$688K Buy
48,507
+2,677
+6% +$38K 0.04% 231
2018
Q4
$663K Buy
+45,830
New +$663K 0.11% 178