Bridgewealth Advisory Group’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 | $860K | Buy |
+26,223
| New | +$860K | 0.22% | 53 |
|
|
2025
Q1 | – | Sell |
-9,222
| Closed | -$272K | – | 100 |
|
|
2024
Q4 | $272K | Buy |
9,222
+1,220
| +15% | +$35.9K | 0.08% | 86 |
|
|
2024
Q3 | $227K | Hold |
8,002
| – | – | 0.08% | 78 |
|
|
2024
Q2 | $213K | Buy |
+8,002
| New | +$213K | 0.09% | 65 |
|
|
2024
Q1 | – | Sell |
-11,838
| Closed | -$258K | – | 85 |
|
|
2023
Q4 | $258K | Sell |
11,838
-200
| -2% | -$4.36K | 0.2% | 63 |
|
|
2023
Q3 | $245K | Hold |
12,038
| – | – | 0.3% | 50 |
|
|
2023
Q2 | $251K | Sell |
12,038
-300
| -2% | -$6.27K | 0.41% | 43 |
|
|
2023
Q1 | $273K | Sell |
12,338
-800
| -6% | -$17.7K | 0.5% | 40 |
|
|
2022
Q4 | $289K | Buy |
+13,138
| New | +$289K | 0.57% | 35 |
|