Carson Wealth (CWM LLC)’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Buy |
182,038
+2,494
| +1% | +$81.8K | 0.02% | 535 |
|
|
2025
Q1 | $5.56M | Buy |
179,544
+14,373
| +9% | +$445K | 0.02% | 494 |
|
|
2024
Q4 | $4.35M | Buy |
165,171
+48,490
| +42% | +$1.28M | 0.02% | 511 |
|
|
2024
Q3 | $3.32M | Buy |
116,681
+21,810
| +23% | +$620K | 0.01% | 552 |
|
|
2024
Q2 | $2.52M | Buy |
94,871
+32,989
| +53% | +$877K | 0.01% | 577 |
|
|
2024
Q1 | $1.41M | Sell |
61,882
-8,791
| -12% | -$200K | 0.01% | 722 |
|
|
2023
Q4 | $1.54M | Sell |
70,673
-3,408
| -5% | -$74.2K | 0.01% | 639 |
|
|
2023
Q3 | $1.51M | Buy |
74,081
+2,349
| +3% | +$47.8K | 0.01% | 613 |
|
|
2023
Q2 | $1.5M | Sell |
71,732
-21,714
| -23% | -$453K | 0.01% | 587 |
|
|
2023
Q1 | $2.07M | Buy |
93,446
+26,643
| +40% | +$589K | 0.01% | 471 |
|
|
2022
Q4 | $1.47M | Sell |
66,803
-7,194
| -10% | -$158K | 0.01% | 502 |
|
|
2022
Q3 | $1.3M | Sell |
73,997
-1,927
| -3% | -$33.7K | 0.01% | 491 |
|
|
2022
Q2 | $1.42M | Buy |
75,924
+15,097
| +25% | +$281K | 0.01% | 469 |
|
|
2022
Q1 | $1.39M | Sell |
60,827
-62,005
| -50% | -$1.42M | 0.01% | 483 |
|
|
2021
Q4 | $2.64M | Buy |
+122,832
| New | +$2.64M | 0.02% | 380 |
|
|
2021
Q2 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2021
Q1 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2020
Q4 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2020
Q3 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2020
Q2 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2020
Q1 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2019
Q4 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2019
Q3 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2019
Q2 | $3.86M | Hold |
159,282
| – | – | 0.03% | 319 |
|
|
2019
Q1 | $3.86M | Buy |
159,282
+147,499
| +1,252% | +$3.57M | 0.03% | 319 |
|
|
2018
Q4 | $171K | Sell |
11,783
-300
| -2% | -$4.35K | ﹤0.01% | 632 |
|
|
2018
Q3 | $166K | Buy |
12,083
+2,700
| +29% | +$37.1K | ﹤0.01% | 541 |
|
|
2018
Q2 | $142K | Buy |
9,383
+300
| +3% | +$4.54K | ﹤0.01% | 470 |
|
|
2018
Q1 | $140K | Hold |
9,083
| – | – | 0.01% | 406 |
|
|
2017
Q4 | $145K | Sell |
9,083
-2,609
| -22% | -$41.7K | 0.01% | 381 |
|
|
2017
Q3 | $184K | Buy |
11,692
+2,924
| +33% | +$46K | 0.01% | 334 |
|
|
2017
Q2 | $138K | Hold |
8,768
| – | – | 0.01% | 351 |
|
|
2017
Q1 | $151K | Hold |
8,768
| – | – | 0.01% | 320 |
|
|
2016
Q4 | $132K | Buy |
8,768
+1,000
| +13% | +$15.1K | 0.01% | 317 |
|
|
2016
Q3 | $141K | Sell |
7,768
-1,000
| -11% | -$18.2K | 0.01% | 296 |
|
|
2016
Q2 | $157K | Hold |
8,768
| – | – | 0.01% | 260 |
|
|
2016
Q1 | $129K | Hold |
8,768
| – | – | 0.01% | 255 |
|
|
2015
Q4 | $116K | Hold |
8,768
| – | – | 0.01% | 250 |
|
|
2015
Q3 | $122K | Buy |
+8,768
| New | +$122K | 0.01% | 228 |
|
|
2014
Q1 | – | Sell |
-8,936
| Closed | -$167K | – | 397 |
|
|
2013
Q4 | $167K | Buy |
+8,936
| New | +$167K | 0.03% | 164 |
|