EverSource 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
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $933K | Buy |
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|
2024
Q3 | $803K | Buy |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $214K | Buy |
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