GoalVest Advisory’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 | $161K | Hold |
4,912
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $152K | Hold |
4,912
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $129K | Hold |
4,912
| – | – | 0.04% | 136 |
|
|
2024
Q3 | $140K | Hold |
4,912
| – | – | 0.04% | 126 |
|
|
2024
Q2 | $131K | Buy |
4,912
+500
| +11% | +$13.3K | 0.04% | 124 |
|
|
2024
Q1 | $100K | Hold |
4,412
| – | – | 0.03% | 142 |
|
|
2023
Q4 | $96.1K | Buy |
4,412
+364
| +9% | +$7.93K | 0.04% | 96 |
|
|
2023
Q3 | $82.3K | Buy |
4,048
+981
| +32% | +$20K | 0.04% | 118 |
|
|
2023
Q2 | $64.1K | Buy |
3,067
+1,772
| +137% | +$37K | 0.03% | 125 |
|
|
2023
Q1 | $28.6K | Buy |
+1,295
| New | +$28.6K | 0.02% | 147 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$6K | – | 234 |
|
|
2020
Q4 | $6K | Buy |
+250
| New | +$6K | 0.01% | 181 |
|