Avantax Planning Partners’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 | $347K | Sell |
10,573
-18,655
| -64% | -$612K | 0.01% | 324 |
|
|
2025
Q1 | $906K | Buy |
29,228
+17,202
| +143% | +$533K | 0.03% | 193 |
|
|
2024
Q4 | $317K | Buy |
12,026
+101
| +0.8% | +$2.66K | 0.01% | 327 |
|
|
2024
Q3 | $339K | Sell |
11,925
-340
| -3% | -$9.66K | 0.01% | 314 |
|
|
2024
Q2 | $326K | Hold |
12,265
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $279K | Sell |
12,265
-425
| -3% | -$9.67K | 0.01% | 373 |
|
|
2023
Q4 | $276K | Sell |
12,690
-1,714
| -12% | -$37.3K | 0.01% | 312 |
|
|
2023
Q3 | $293K | Buy |
14,404
+1,066
| +8% | +$21.7K | 0.01% | 286 |
|
|
2023
Q2 | $279K | Hold |
13,338
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $295K | Sell |
13,338
-4,429
| -25% | -$98K | 0.01% | 298 |
|
|
2022
Q4 | $391K | Buy |
17,767
+856
| +5% | +$18.8K | 0.02% | 261 |
|
|
2022
Q3 | $296K | Sell |
16,911
-156
| -0.9% | -$2.73K | 0.01% | 282 |
|
|
2022
Q2 | $318K | Buy |
17,067
+200
| +1% | +$3.73K | 0.01% | 266 |
|
|
2022
Q1 | $386K | Hold |
16,867
| – | – | 0.02% | 248 |
|
|
2021
Q4 | $363K | Hold |
16,867
| – | – | 0.01% | 245 |
|
|
2021
Q3 | $346K | Hold |
16,867
| – | – | 0.02% | 236 |
|
|
2021
Q2 | $409K | Hold |
16,867
| – | – | 0.02% | 216 |
|
|
2021
Q1 | $383K | Buy |
16,867
+7,152
| +74% | +$162K | 0.02% | 214 |
|
|
2020
Q4 | $239K | Buy |
+9,715
| New | +$239K | 0.01% | 252 |
|
|
2018
Q4 | – | Sell |
-4,565
| Closed | -$63K | – | 1042 |
|
|
2018
Q3 | $63K | Buy |
+4,565
| New | +$63K | 0.01% | 437 |
|
|
2018
Q2 | – | Sell |
-5,565
| Closed | -$86K | – | 1272 |
|
|
2018
Q1 | $86K | Buy |
+5,565
| New | +$86K | 0.01% | 434 |
|