Beaumont Financial Advisors’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 | $983K | Sell |
29,972
-680
| -2% | -$22.3K | 0.07% | 152 |
|
|
2025
Q1 | $950K | Sell |
30,652
-4,325
| -12% | -$134K | 0.07% | 154 |
|
|
2024
Q4 | $921K | Sell |
34,977
-12,370
| -26% | -$326K | 0.07% | 156 |
|
|
2024
Q3 | $1.35M | Sell |
47,347
-480
| -1% | -$13.6K | 0.11% | 124 |
|
|
2024
Q2 | $1.27M | Sell |
47,827
-170
| -0.4% | -$4.52K | 0.1% | 129 |
|
|
2024
Q1 | $1.09M | Sell |
47,997
-400
| -0.8% | -$9.1K | 0.09% | 137 |
|
|
2023
Q4 | $1.05M | Sell |
48,397
-510
| -1% | -$11.1K | 0.1% | 135 |
|
|
2023
Q3 | $995K | Sell |
48,907
-680
| -1% | -$13.8K | 0.1% | 123 |
|
|
2023
Q2 | $1.04M | Buy |
49,587
+270
| +0.5% | +$5.64K | 0.1% | 129 |
|
|
2023
Q1 | $1.09M | Buy |
49,317
+125
| +0.3% | +$2.77K | 0.11% | 110 |
|
|
2022
Q4 | $1.08M | Sell |
49,192
-1
| -0% | -$22 | 0.11% | 113 |
|
|
2022
Q3 | $861K | Buy |
+49,193
| New | +$861K | 0.08% | 130 |
|
|
2018
Q3 | – | Sell |
-22,330
| Closed | -$338K | – | 244 |
|
|
2018
Q2 | $338K | Sell |
22,330
-400
| -2% | -$6.06K | 0.04% | 158 |
|
|
2018
Q1 | $350K | Sell |
22,730
-340
| -1% | -$5.24K | 0.04% | 160 |
|
|
2017
Q4 | $369K | Sell |
23,070
-130
| -0.6% | -$2.08K | 0.04% | 137 |
|
|
2017
Q3 | $365K | Sell |
23,200
-650
| -3% | -$10.2K | 0.05% | 132 |
|
|
2017
Q2 | $375K | Sell |
23,850
-1,725
| -7% | -$27.1K | 0.05% | 134 |
|
|
2017
Q1 | $441K | Hold |
25,575
| – | – | 0.06% | 123 |
|
|
2016
Q4 | $386K | Sell |
25,575
-84,826
| -77% | -$1.28M | 0.06% | 105 |
|
|
2016
Q3 | $2.01M | Sell |
110,401
-14,314
| -11% | -$260K | 0.32% | 83 |
|
|
2016
Q2 | $2.23M | Buy |
124,715
+102,815
| +469% | +$1.84M | 0.37% | 74 |
|
|
2016
Q1 | $349K | Buy |
21,900
+2,500
| +13% | +$39.8K | 0.06% | 103 |
|
|
2015
Q4 | $256K | Sell |
19,400
-4,080
| -17% | -$53.8K | 0.04% | 104 |
|
|
2015
Q3 | $353K | Hold |
23,480
| – | – | 0.05% | 103 |
|
|
2015
Q2 | $353K | Buy |
23,480
+1,480
| +7% | +$22.3K | 0.05% | 103 |
|
|
2015
Q1 | $350K | Sell |
22,000
-1,725
| -7% | -$27.4K | 0.01% | 122 |
|
|
2014
Q4 | $357K | Sell |
23,725
-960
| -4% | -$14.4K | 0.02% | 126 |
|
|
2014
Q3 | $404K | Buy |
24,685
+625
| +3% | +$10.2K | 0.03% | 125 |
|
|
2014
Q2 | $487K | Sell |
24,060
-5,380
| -18% | -$109K | 0.03% | 123 |
|
|
2014
Q1 | $561K | Sell |
29,440
-119,084
| -80% | -$2.27M | 0.05% | 97 |
|
|
2013
Q4 | $2.78M | Sell |
148,524
-499,361
| -77% | -$9.34M | 0.23% | 78 |
|
|
2013
Q3 | $13.5M | Buy |
647,885
+608,015
| +1,525% | +$12.7M | 1.2% | 28 |
|
|
2013
Q2 | $756K | Buy |
+39,870
| New | +$756K | 0.07% | 100 |
|