DHK Financial 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 | $435K | Buy |
13,270
+590
| +5% | +$19.4K | 0.25% | 68 |
|
|
2025
Q1 | $393K | Buy |
12,680
+556
| +5% | +$17.2K | 0.22% | 70 |
|
|
2024
Q4 | $319K | Buy |
12,124
+430
| +4% | +$11.3K | 0.19% | 75 |
|
|
2024
Q3 | $332K | Sell |
11,694
-7,337
| -39% | -$208K | 0.2% | 67 |
|
|
2024
Q2 | $506K | Buy |
19,031
+7,705
| +68% | +$205K | 0.35% | 50 |
|
|
2024
Q1 | $258K | Hold |
11,326
| – | – | 0.18% | 71 |
|
|
2023
Q4 | $247K | Hold |
11,326
| – | – | 0.19% | 67 |
|
|
2023
Q3 | $230K | Buy |
11,326
+108
| +1% | +$2.2K | 0.21% | 59 |
|
|
2023
Q2 | $234K | Buy |
11,218
+199
| +2% | +$4.16K | 0.2% | 60 |
|
|
2023
Q1 | $244K | Buy |
11,019
+86
| +0.8% | +$1.9K | 0.3% | 40 |
|
|
2022
Q4 | $241K | Buy |
10,933
+826
| +8% | +$18.2K | 0.33% | 31 |
|
|
2022
Q3 | $177K | Buy |
+10,107
| New | +$177K | 0.29% | 32 |
|