EverSource Wealth Advisors’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 | Sell |
30,656
-2,025
| -6% | -$66.4K | 0.05% | 277 |
|
|
2025
Q1 | $1.01M | Sell |
32,681
-2,752
| -8% | -$85.3K | 0.06% | 243 |
|
|
2024
Q4 | $933K | Buy |
35,433
+7,158
| +25% | +$188K | 0.05% | 254 |
|
|
2024
Q3 | $803K | Buy |
28,275
+462
| +2% | +$13.1K | 0.05% | 254 |
|
|
2024
Q2 | $734K | Buy |
27,813
+6,590
| +31% | +$174K | 0.05% | 257 |
|
|
2024
Q1 | $510K | Buy |
21,223
+6,399
| +43% | +$154K | 0.04% | 265 |
|
|
2023
Q4 | $323K | Sell |
14,824
-30
| -0.2% | -$653 | 0.03% | 322 |
|
|
2023
Q3 | $302K | Sell |
14,854
-183
| -1% | -$3.72K | 0.03% | 302 |
|
|
2023
Q2 | $314K | Buy |
15,037
+1,345
| +10% | +$28.1K | 0.03% | 299 |
|
|
2023
Q1 | $303K | Sell |
13,692
-126
| -0.9% | -$2.79K | 0.04% | 300 |
|
|
2022
Q4 | $304K | Sell |
13,818
-25
| -0.2% | -$550 | 0.05% | 278 |
|
|
2022
Q3 | $242K | Buy |
13,843
+55
| +0.4% | +$961 | 0.06% | 271 |
|
|
2022
Q2 | $257K | Sell |
13,788
-534
| -4% | -$9.95K | 0.07% | 232 |
|
|
2022
Q1 | $328K | Buy |
14,322
+4,362
| +44% | +$99.9K | 0.08% | 199 |
|
|
2021
Q4 | $214K | Buy |
+9,960
| New | +$214K | 0.06% | 216 |
|