CTWM
Cherry Tree Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Sell |
1,789
-778
| -30% | -$25.5K | 0.01% | 248 |
|
|
2025
Q1 | $79.6K | Hold |
2,567
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $67.6K | Hold |
2,567
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $72.9K | Hold |
2,567
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $68.2K | Hold |
2,567
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $58.4K | Hold |
2,567
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $55.9K | Hold |
2,567
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $52.2K | Hold |
2,567
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $53.6K | Buy |
+2,567
| New | +$53.6K | 0.02% | 225 |
|