EWM
Evermay 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 | $1.1M | Sell |
33,464
-661
| -2% | -$21.7K | 0.14% | 76 |
|
|
2025
Q1 | $1.06M | Sell |
34,125
-1,691
| -5% | -$52.4K | 0.14% | 75 |
|
|
2024
Q4 | $943K | Sell |
35,816
-67
| -0.2% | -$1.76K | 0.14% | 82 |
|
|
2024
Q3 | $1.02M | Sell |
35,883
-41
| -0.1% | -$1.17K | 0.16% | 79 |
|
|
2024
Q2 | $955K | Hold |
35,924
| – | – | 0.15% | 81 |
|
|
2024
Q1 | $817K | Buy |
35,924
+34,924
| +3,492% | +$795K | 0.12% | 92 |
|
|
2023
Q4 | $21.8K | Sell |
1,000
-470
| -32% | -$10.2K | ﹤0.01% | 389 |
|
|
2023
Q3 | $29.9K | Hold |
1,470
| – | – | 0.01% | 346 |
|
|
2023
Q2 | $30.7K | Hold |
1,470
| – | – | 0.01% | 349 |
|
|
2023
Q1 | $32.5K | Hold |
1,470
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $32.4K | Hold |
1,470
| – | – | 0.01% | 330 |
|
|
2022
Q3 | $26K | Buy |
1,470
+470
| +47% | +$8.31K | 0.01% | 325 |
|
|
2022
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $24K | Buy |
+1,000
| New | +$24K | ﹤0.01% | 345 |
|