EFS
Essex Financial Services’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
30,638
+1,097
| +4% | +$36K | 0.07% | 254 |
|
|
2025
Q1 | $915K | Sell |
29,541
-2,678
| -8% | -$83K | 0.07% | 248 |
|
|
2024
Q4 | $848K | Sell |
32,219
-1,592
| -5% | -$41.9K | 0.06% | 263 |
|
|
2024
Q3 | $1.07M | Buy |
33,811
+11,941
| +55% | +$379K | 0.08% | 224 |
|
|
2024
Q2 | $547K | Sell |
21,870
-20,455
| -48% | -$512K | 0.04% | 359 |
|
|
2024
Q1 | $963K | Sell |
42,325
-5,851
| -12% | -$133K | 0.09% | 214 |
|
|
2023
Q4 | $1.05M | Buy |
48,176
+5,016
| +12% | +$109K | 0.11% | 182 |
|
|
2023
Q3 | $878K | Sell |
43,160
-405
| -0.9% | -$8.24K | 0.1% | 190 |
|
|
2023
Q2 | $910K | Sell |
43,565
-60,805
| -58% | -$1.27M | 0.1% | 187 |
|
|
2023
Q1 | $2.31M | Buy |
+104,370
| New | +$2.31M | 0.24% | 97 |
|
|
2022
Q3 | – | Sell |
-36,793
| Closed | -$686K | – | 485 |
|
|
2022
Q2 | $686K | Sell |
36,793
-62,907
| -63% | -$1.17M | 0.08% | 231 |
|
|
2022
Q1 | $2.28M | Sell |
99,700
-2,968
| -3% | -$67.9K | 0.22% | 106 |
|
|
2021
Q4 | $2.21M | Sell |
102,668
-58,362
| -36% | -$1.26M | 0.22% | 102 |
|
|
2021
Q3 | $3.3M | Sell |
161,030
-28,788
| -15% | -$591K | 0.38% | 60 |
|
|
2021
Q2 | $4.6M | Buy |
+189,818
| New | +$4.6M | 0.67% | 28 |
|
|
2017
Q3 | – | Sell |
-15,650
| Closed | -$246K | – | 334 |
|
|
2017
Q2 | $246K | Buy |
15,650
+2,989
| +24% | +$47K | 0.05% | 300 |
|
|
2017
Q1 | $164K | Buy |
+12,661
| New | +$164K | 0.04% | 315 |
|