Caldwell Trust’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Hold |
2,081
|
|
||||
|
2025
Q1 | $64.5K | Buy |
2,081
+1,000
|
|
||||
|
2024
Q4 | $28.5K | Sell |
1,081
-500
|
|
||||
|
2024
Q3 | $44.9K | Buy |
1,581
+500
|
|
||||
|
2024
Q2 | $28.7K | Hold |
1,081
|
|
||||
|
2024
Q1 | $24.6K | Sell |
1,081
-400
|
|
||||
|
2023
Q4 | $32.3K | Buy |
1,481
+800
|
|
||||
|
2023
Q3 | $13.9K | Hold |
681
|
|
||||
|
2023
Q2 | $14.2K | Hold |
681
|
|
||||
|
2023
Q1 | $15.1K | Hold |
681
|
|
||||
|
2022
Q4 | $15K | Hold |
681
|
|
||||
|
2022
Q3 | $11.9K | Hold |
681
|
|
||||
|
2022
Q2 | $12.7K | Hold |
681
|
|
||||
|
2022
Q1 | $15.6K | Buy |
+681
|
|
||||
|
2021
Q2 | – | Sell |
-1,600
|
|
||||
|
2021
Q1 | $36.3K | Hold |
1,600
|
|
||||
|
2020
Q4 | $39.3K | Hold |
1,600
|
|
||||
|
2020
Q3 | $34.6K | Buy |
+1,600
|
|