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Benchmark Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,600
Closed -$211K 96
2022
Q4
$211K Sell
9,600
-18,300
-66% -$403K 0.22% 91
2022
Q3
$488K Hold
27,900
0.53% 54
2022
Q2
$520K Buy
27,900
+2,200
+9% +$41K 0.54% 60
2022
Q1
$588K Sell
25,700
-2,300
-8% -$52.6K 0.44% 60
2021
Q4
$602K Buy
+28,000
New +$602K 0.5% 58