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 |
|