Axxcess Wealth Management’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 | $1.78M | Sell |
54,242
-18,730
| -26% | -$615K | 0.04% | 308 |
|
|
2025
Q1 | $2.26M | Sell |
72,972
-26,585
| -27% | -$824K | 0.06% | 244 |
|
|
2024
Q4 | $2.62M | Buy |
99,557
+14,066
| +16% | +$370K | 0.06% | 226 |
|
|
2024
Q3 | $2.43M | Sell |
85,491
-6,389
| -7% | -$182K | 0.06% | 232 |
|
|
2024
Q2 | $2.44M | Sell |
91,880
-7,018
| -7% | -$186K | 0.06% | 221 |
|
|
2024
Q1 | $2.25M | Sell |
98,898
-516
| -0.5% | -$11.7K | 0.06% | 230 |
|
|
2023
Q4 | $2.17M | Buy |
99,414
+5,145
| +5% | +$112K | 0.06% | 234 |
|
|
2023
Q3 | $1.92M | Buy |
94,269
+77,318
| +456% | +$1.57M | 0.07% | 213 |
|
|
2023
Q2 | $354K | Buy |
16,951
+5,323
| +46% | +$111K | 0.03% | 417 |
|
|
2023
Q1 | $257K | Sell |
11,628
-1,078
| -8% | -$23.8K | 0.02% | 520 |
|
|
2022
Q4 | $280K | Sell |
12,706
-271
| -2% | -$5.97K | 0.02% | 461 |
|
|
2022
Q3 | $227K | Buy |
+12,977
| New | +$227K | 0.02% | 469 |
|
|
2022
Q2 | – | Sell |
-38,306
| Closed | -$876K | – | 645 |
|
|
2022
Q1 | $876K | Buy |
38,306
+23,144
| +153% | +$529K | 0.07% | 240 |
|
|
2021
Q4 | $324K | Buy |
+15,162
| New | +$324K | 0.02% | 451 |
|