Bernard 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
$821 Sell
25
-38
-60% -$1.25K ﹤0.01% 280
2025
Q1
$1.95K Sell
63
-1,333
-95% -$41.3K ﹤0.01% 307
2024
Q4
$36.8K Buy
+1,396
New +$36.8K 0.02% 140