Founders Financial Securities’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 | $409K | Buy |
12,453
+267
| +2% | +$8.76K | 0.03% | 373 |
|
2025
Q1 | $368K | Buy |
12,186
+1,499
| +14% | +$45.3K | 0.03% | 366 |
|
2024
Q4 | $281K | Buy |
10,687
+59
| +0.6% | +$1.55K | 0.03% | 386 |
|
2024
Q3 | $302K | Buy |
10,628
+1,432
| +16% | +$40.7K | 0.03% | 369 |
|
2024
Q2 | $244K | Hold |
9,196
| – | – | 0.02% | 378 |
|
2024
Q1 | $209K | Hold |
9,196
| – | – | 0.02% | 363 |
|
2023
Q4 | $200K | Buy |
+9,196
| New | +$200K | 0.02% | 350 |
|
2023
Q3 | – | Sell |
-54,082
| Closed | -$1.13M | – | 350 |
|
2023
Q2 | $1.13M | Buy |
54,082
+43,397
| +406% | +$907K | 0.15% | 127 |
|
2023
Q1 | $236K | Buy |
+10,685
| New | +$236K | 0.03% | 281 |
|
2022
Q1 | – | Sell |
-10,068
| Closed | -$217K | – | 278 |
|
2021
Q4 | $217K | Sell |
10,068
-2,931
| -23% | -$63.2K | 0.04% | 242 |
|
2021
Q3 | $267K | Hold |
12,999
| – | – | 0.05% | 224 |
|
2021
Q2 | $315K | Sell |
12,999
-80
| -0.6% | -$1.94K | 0.06% | 224 |
|
2021
Q1 | $297K | Buy |
13,079
+1,774
| +16% | +$40.3K | 0.07% | 201 |
|
2020
Q4 | $278K | Buy |
+11,305
| New | +$278K | 0.07% | 175 |
|