EP Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $2.08M | Hold |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $295K | Sell |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $345K | Buy |
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