CWS
Cypress Wealth Services’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Hold |
29,172
| – | – | 0.17% | 102 |
|
|
2025
Q1 | $904K | Hold |
29,172
| – | – | 0.18% | 96 |
|
|
2024
Q4 | $768K | Buy |
29,172
+100
| +0.3% | +$2.63K | 0.15% | 104 |
|
|
2024
Q3 | $826K | Buy |
29,072
+21,337
| +276% | +$606K | 0.17% | 100 |
|
|
2024
Q2 | $206K | Buy |
+7,735
| New | +$206K | 0.05% | 242 |
|
|
2021
Q1 | – | Sell |
-9,442
| Closed | -$232K | – | 301 |
|
|
2020
Q4 | $232K | Buy |
+9,442
| New | +$232K | 0.05% | 248 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 211 |
|