Exencial Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
7,093
+50
+0.7% +$1.64K 0.01% 464
2025
Q1
$218K Sell
7,043
-750
-10% -$23.2K 0.01% 473
2024
Q4
$205K Buy
+7,793
New +$205K 0.01% 479