Financial Advocates Investment Management’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 | $3.42M | Sell |
104,147
-31,133
| -23% | -$1.02M | 0.28% | 80 |
|
2025
Q1 | $4.19M | Sell |
135,280
-2,047
| -1% | -$63.4K | 0.29% | 75 |
|
2024
Q4 | $3.62M | Sell |
137,327
-10,153
| -7% | -$267K | 0.21% | 104 |
|
2024
Q3 | $4.19M | Sell |
147,480
-55,463
| -27% | -$1.58M | 0.24% | 101 |
|
2024
Q2 | $5.39M | Buy |
202,943
+6,179
| +3% | +$164K | 0.33% | 64 |
|
2024
Q1 | $4.48M | Buy |
196,764
+1,520
| +0.8% | +$34.6K | 0.26% | 92 |
|
2023
Q4 | $4.25M | Sell |
195,244
-170,790
| -47% | -$3.72M | 0.28% | 82 |
|
2023
Q3 | $7.46M | Sell |
366,034
-3,047
| -0.8% | -$62.1K | 0.54% | 38 |
|
2023
Q2 | $7.73M | Buy |
+369,081
| New | +$7.73M | 0.55% | 35 |
|
2023
Q1 | – | Sell |
-336,001
| Closed | -$7.56M | – | 802 |
|
2022
Q4 | $7.56M | Buy |
336,001
+44,495
| +15% | +$1M | 0.56% | 35 |
|
2022
Q3 | $5.67M | Sell |
291,506
-105,875
| -27% | -$2.06M | 0.47% | 45 |
|
2022
Q2 | $7.41M | Sell |
397,381
-141,588
| -26% | -$2.64M | 0.6% | 27 |
|
2022
Q1 | $12.3M | Buy |
538,969
+39,258
| +8% | +$898K | 0.81% | 20 |
|
2021
Q4 | $11.1M | Sell |
499,711
-104,228
| -17% | -$2.32M | 0.7% | 18 |
|
2021
Q3 | $12.6M | Sell |
603,939
-51,081
| -8% | -$1.06M | 0.85% | 14 |
|
2021
Q2 | $17M | Sell |
655,020
-193,253
| -23% | -$5.03M | 1.14% | 9 |
|
2021
Q1 | $19.5M | Sell |
848,273
-203,398
| -19% | -$4.68M | 1.38% | 7 |
|
2020
Q4 | $26.6M | Buy |
1,051,671
+137,377
| +15% | +$3.48M | 1.82% | 4 |
|
2020
Q3 | $20.3M | Buy |
914,294
+68,221
| +8% | +$1.51M | 1.73% | 9 |
|
2020
Q2 | $14.7M | Buy |
846,073
+296,453
| +54% | +$5.15M | 1.39% | 7 |
|
2020
Q1 | $7.17M | Buy |
549,620
+423,783
| +337% | +$5.53M | 1.02% | 18 |
|
2019
Q4 | $2.1M | Buy |
125,837
+2,424
| +2% | +$40.4K | 0.22% | 109 |
|
2019
Q3 | $1.97M | Buy |
123,413
+22,372
| +22% | +$356K | 0.22% | 112 |
|
2019
Q2 | $1.45M | Sell |
101,041
-4,274
| -4% | -$61.3K | 0.17% | 142 |
|
2019
Q1 | $1.49M | Sell |
105,315
-1,204
| -1% | -$17.1K | 0.19% | 131 |
|
2018
Q4 | $1.55M | Buy |
106,519
+12,551
| +13% | +$182K | 0.21% | 123 |
|
2018
Q3 | $1.29M | Buy |
93,968
+6,083
| +7% | +$83.5K | 0.14% | 157 |
|
2018
Q2 | $1.31M | Buy |
87,885
+14,701
| +20% | +$219K | 0.16% | 141 |
|
2018
Q1 | $1.13M | Buy |
73,184
+5,073
| +7% | +$78.1K | 0.15% | 145 |
|
2017
Q4 | $1.09M | Buy |
+68,111
| New | +$1.09M | 0.15% | 151 |
|