GWA
GGM Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $337K | Sell |
11,160
-1,775
| -14% | -$53.6K | 0.19% | 94 |
|
2024
Q4 | $341K | Hold |
12,935
| – | – | 0.18% | 98 |
|
2024
Q3 | $367K | Buy |
12,935
+255
| +2% | +$7.25K | 0.16% | 97 |
|
2024
Q2 | $337K | Buy |
12,680
+510
| +4% | +$13.6K | 0.15% | 98 |
|
2024
Q1 | $313K | Buy |
12,170
+70
| +0.6% | +$1.8K | 0.15% | 101 |
|
2023
Q4 | $252K | Buy |
12,100
+505
| +4% | +$10.5K | 0.1% | 122 |
|
2023
Q3 | $236K | Sell |
11,595
-4
| -0% | -$81 | 0.1% | 125 |
|
2023
Q2 | $246K | Buy |
11,599
+714
| +7% | +$15.1K | 0.1% | 126 |
|
2023
Q1 | $240K | Buy |
10,885
+1,250
| +13% | +$27.6K | 0.14% | 56 |
|
2022
Q4 | $211K | Buy |
+9,635
| New | +$211K | 0.11% | 128 |
|