Baldwin Wealth Partners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $566K | Hold |
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|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $151K | Sell |
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|
2023
Q4 | $161K | Hold |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $164K | Hold |
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|
2022
Q4 | $163K | Buy |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $40K | Sell |
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|
2021
Q2 | $56K | Buy |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $61K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $546K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.6M | Sell |
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|
2013
Q3 | $5.84M | Sell |
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|
2013
Q2 | $6.87M | Buy |
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