CWM
SLV icon

Copia Wealth Management’s iShares Silver Trust SLV Stock Holding History

Copia Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Sell
10,659
-2,491
-19% -$81.7K 0.3% 68
2025
Q1 		$408K Buy
13,150
+1,818
+16% +$56.3K 0.38% 53
2024
Q4 		$298K Buy
+11,332
New +$298K 0.28% 67