EWM
Evercore Wealth Management’s iShares Silver Trust SLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22M | Hold |
37,058
| – | – | 0.02% | 194 |
|
2025
Q1 | $1.15M | Buy |
37,058
+100
| +0.3% | +$3.1K | 0.02% | 206 |
|
2024
Q4 | $973K | Hold |
36,958
| – | – | 0.01% | 220 |
|
2024
Q3 | $1.05M | Hold |
36,958
| – | – | 0.02% | 216 |
|
2024
Q2 | $982K | Hold |
36,958
| – | – | 0.02% | 216 |
|
2024
Q1 | $841K | Hold |
36,958
| – | – | 0.01% | 232 |
|
2023
Q4 | $805K | Sell |
36,958
-15,000
| -29% | -$327K | 0.01% | 235 |
|
2023
Q3 | $1.06M | Hold |
51,958
| – | – | 0.02% | 211 |
|
2023
Q2 | $1.09M | Buy |
51,958
+5,619
| +12% | +$117K | 0.02% | 207 |
|
2023
Q1 | $1.03M | Buy |
46,339
+9,500
| +26% | +$210K | 0.02% | 212 |
|
2022
Q4 | $811K | Sell |
36,839
-271
| -0.7% | -$5.97K | 0.02% | 231 |
|
2022
Q3 | $649K | Sell |
37,110
-3,000
| -7% | -$52.5K | 0.01% | 232 |
|
2022
Q2 | $748K | Hold |
40,110
| – | – | 0.02% | 231 |
|
2022
Q1 | $918K | Hold |
40,110
| – | – | 0.02% | 233 |
|
2021
Q4 | $864K | Sell |
40,110
-8,459
| -17% | -$182K | 0.01% | 242 |
|
2021
Q3 | $997K | Buy |
48,569
+34
| +0.1% | +$698 | 0.02% | 222 |
|
2021
Q2 | $1.18M | Sell |
48,535
-17,500
| -27% | -$424K | 0.02% | 209 |
|
2021
Q1 | $1.5M | Sell |
66,035
-11,500
| -15% | -$261K | 0.03% | 189 |
|
2020
Q4 | $1.91M | Buy |
77,535
+3,500
| +5% | +$86K | 0.04% | 162 |
|
2020
Q3 | $1.6M | Hold |
74,035
| – | – | 0.04% | 160 |
|
2020
Q2 | $1.26M | Buy |
74,035
+2,000
| +3% | +$34K | 0.03% | 175 |
|
2020
Q1 | $940K | Buy |
72,035
+15,000
| +26% | +$196K | 0.03% | 185 |
|
2019
Q4 | $951K | Hold |
57,035
| – | – | 0.03% | 208 |
|
2019
Q3 | $908K | Hold |
57,035
| – | – | 0.03% | 216 |
|
2019
Q2 | $818K | Hold |
57,035
| – | – | 0.02% | 228 |
|
2019
Q1 | $809K | Hold |
57,035
| – | – | 0.03% | 222 |
|
2018
Q4 | $829K | Buy |
57,035
+3,000
| +6% | +$43.6K | 0.03% | 197 |
|
2018
Q3 | $742K | Sell |
54,035
-2,500
| -4% | -$34.3K | 0.02% | 233 |
|
2018
Q2 | $857K | Sell |
56,535
-3,000
| -5% | -$45.5K | 0.03% | 218 |
|
2018
Q1 | $917K | Hold |
59,535
| – | – | 0.04% | 189 |
|
2017
Q4 | $952K | Hold |
59,535
| – | – | 0.04% | 193 |
|
2017
Q3 | $937K | Buy |
59,535
+6,102
| +11% | +$96K | 0.04% | 186 |
|
2017
Q2 | $840K | Hold |
53,433
| – | – | 0.03% | 194 |
|
2017
Q1 | $921K | Hold |
53,433
| – | – | 0.04% | 187 |
|
2016
Q4 | $808K | Buy |
53,433
+15,000
| +39% | +$227K | 0.03% | 199 |
|
2016
Q3 | $699K | Buy |
38,433
+1,000
| +3% | +$18.2K | 0.03% | 211 |
|
2016
Q2 | $668K | Buy |
37,433
+4,500
| +14% | +$80.3K | 0.03% | 210 |
|
2016
Q1 | $483K | Hold |
32,933
| – | – | 0.02% | 247 |
|
2015
Q4 | $435K | Hold |
32,933
| – | – | 0.02% | 268 |
|
2015
Q3 | $457K | Buy |
32,933
+1,500
| +5% | +$20.8K | 0.02% | 266 |
|
2015
Q2 | $473K | Buy |
31,433
+16,239
| +107% | +$244K | 0.02% | 281 |
|
2015
Q1 | $243K | Buy |
+15,194
| New | +$243K | 0.01% | 383 |
|
2014
Q4 | – | Sell |
-16,258
| Closed | -$266K | – | 968 |
|
2014
Q3 | $266K | Buy |
16,258
+9,237
| +132% | +$151K | 0.01% | 352 |
|
2014
Q2 | $143K | Buy |
7,021
+2,000
| +40% | +$40.7K | 0.01% | 449 |
|
2014
Q1 | $95K | Hold |
5,021
| – | – | 0.01% | 495 |
|
2013
Q4 | $94K | Hold |
5,021
| – | – | 0.01% | 467 |
|
2013
Q3 | $105K | Hold |
5,021
| – | – | 0.01% | 481 |
|
2013
Q2 | $95K | Buy |
+5,021
| New | +$95K | 0.01% | 497 |
|