Centerpoint Advisors’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
$225K Hold
6,850
0.08% 81
2025
Q1
$212K Hold
6,850
0.08% 82
2024
Q4
$180K Buy
6,850
+1,850
+37% +$48.6K 0.06% 96
2024
Q3
$142K Hold
5,000
0.05% 102
2024
Q2
$133K Hold
5,000
0.05% 103
2024
Q1
$114K Hold
5,000
0.04% 113
2023
Q4
$109K Buy
5,000
+1,500
+43% +$32.7K 0.04% 108
2023
Q3
$71K Hold
3,500
0.03% 139
2023
Q2
$73K Buy
3,500
+1,000
+40% +$20.9K 0.03% 142
2023
Q1
$55K Buy
+2,500
New +$55K 0.02% 151