EWM
Executive Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Sell |
8,689
-6,365
| -42% | -$168K | 0.02% | 242 |
|
|
2024
Q3 | $428K | Buy |
15,054
+18
| +0.1% | +$511 | 0.03% | 184 |
|
|
2024
Q2 | $400K | Buy |
15,036
+164
| +1% | +$4.36K | 0.07% | 86 |
|
|
2024
Q1 | $340K | Sell |
14,872
-1,434
| -9% | -$32.8K | 0.03% | 183 |
|
|
2023
Q4 | $355K | Buy |
16,306
+2
| +0% | +$44 | 0.03% | 162 |
|
|
2023
Q3 | $332K | Sell |
16,304
-22
| -0.1% | -$447 | 0.03% | 158 |
|
|
2023
Q2 | $341K | Buy |
16,326
+409
| +3% | +$8.54K | 0.04% | 153 |
|
|
2023
Q1 | $352K | Buy |
15,917
+601
| +4% | +$13.3K | 0.04% | 150 |
|
|
2022
Q4 | $337K | Buy |
+15,316
| New | +$337K | 0.04% | 153 |
|
|
2021
Q2 | – | Sell |
-15,485
| Closed | -$351K | – | 203 |
|
|
2021
Q1 | $351K | Buy |
+15,485
| New | +$351K | 0.04% | 145 |
|
|
2019
Q3 | – | Sell |
-2,428
| Closed | -$35K | – | 671 |
|
|
2019
Q2 | $35K | Hold |
2,428
| – | – | 0.01% | 362 |
|
|
2019
Q1 | $34K | Sell |
2,428
-770
| -24% | -$10.8K | 0.01% | 335 |
|
|
2018
Q4 | $46K | Buy |
+3,198
| New | +$46K | 0.01% | 293 |
|