CWM
Compass 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 | – | Sell |
-854
| Closed | -$26.5K | – | 362 |
|
|
2025
Q1 | $26.5K | Hold |
854
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $22.5K | Hold |
854
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $24.3K | Hold |
854
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $22.7K | Hold |
854
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $19.4K | Hold |
854
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $18.6K | Hold |
854
| – | – | 0.01% | 319 |
|
|
2023
Q3 | $17.4K | Hold |
854
| – | – | 0.01% | 325 |
|
|
2023
Q2 | $17.8K | Hold |
854
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $18.9K | Hold |
854
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $18.8K | Buy |
+854
| New | +$18.8K | 0.01% | 327 |
|