GeoWealth Management’s iShares Silver Trust SLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.1K | Sell |
947
-284
| -23% | -$9.32K | ﹤0.01% | 1012 |
|
2025
Q1 | $38.1K | Sell |
1,231
-6,263
| -84% | -$194K | ﹤0.01% | 924 |
|
2024
Q4 | $197K | Sell |
7,494
-1,124
| -13% | -$29.6K | 0.01% | 771 |
|
2024
Q3 | $245K | Buy |
8,618
+13
| +0.2% | +$369 | 0.01% | 657 |
|
2024
Q2 | $229K | Sell |
8,605
-589
| -6% | -$15.7K | 0.01% | 651 |
|
2024
Q1 | $209K | Sell |
9,194
-116
| -1% | -$2.64K | 0.01% | 676 |
|
2023
Q4 | $202K | Sell |
9,310
-954
| -9% | -$20.7K | 0.02% | 506 |
|
2023
Q3 | $208K | Sell |
10,264
-1,080
| -10% | -$21.9K | 0.02% | 282 |
|
2023
Q2 | $237K | Sell |
11,344
-858
| -7% | -$17.9K | 0.03% | 234 |
|
2023
Q1 | $270K | Sell |
12,202
-4,165
| -25% | -$92.2K | 0.03% | 186 |
|
2022
Q4 | $360K | Buy |
16,367
+4,600
| +39% | +$101K | 0.04% | 172 |
|
2022
Q3 | $206K | Buy |
11,767
+313
| +3% | +$5.48K | 0.02% | 238 |
|
2022
Q2 | $213K | Sell |
11,454
-1,309
| -10% | -$24.3K | 0.03% | 241 |
|
2022
Q1 | $292K | Sell |
12,763
-4,696
| -27% | -$107K | 0.03% | 261 |
|
2021
Q4 | $376K | Buy |
17,459
+311
| +2% | +$6.7K | 0.03% | 232 |
|
2021
Q3 | $352K | Sell |
17,148
-164
| -0.9% | -$3.37K | 0.03% | 250 |
|
2021
Q2 | $419K | Buy |
17,312
+2,569
| +17% | +$62.2K | 0.05% | 163 |
|
2021
Q1 | $335K | Buy |
14,743
+2,850
| +24% | +$64.8K | 0.05% | 159 |
|
2020
Q4 | $299K | Buy |
11,893
+168
| +1% | +$4.22K | 0.05% | 176 |
|
2020
Q3 | $260K | Sell |
11,725
-1,061
| -8% | -$23.5K | 0.08% | 133 |
|
2020
Q2 | $218K | Buy |
+12,786
| New | +$218K | 0.09% | 145 |
|