HB Wealth 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 | $2.26M | Sell |
69,008
-10,188
| -13% | -$334K | 0.02% | 340 |
|
2025
Q1 | $2.45M | Buy |
79,196
+54,752
| +224% | +$1.7M | 0.02% | 338 |
|
2024
Q4 | $644K | Buy |
24,444
+3,756
| +18% | +$98.9K | 0.01% | 536 |
|
2024
Q3 | $588K | Buy |
20,688
+384
| +2% | +$10.9K | 0.01% | 532 |
|
2024
Q2 | $539K | Buy |
20,304
+4,900
| +32% | +$130K | 0.01% | 518 |
|
2024
Q1 | $350K | Sell |
15,404
-18,312
| -54% | -$417K | ﹤0.01% | 603 |
|
2023
Q4 | $734K | Sell |
33,716
-6,403
| -16% | -$139K | 0.01% | 370 |
|
2023
Q3 | $816K | Hold |
40,119
| – | – | 0.01% | 328 |
|
2023
Q2 | $838K | Buy |
40,119
+28,708
| +252% | +$600K | 0.01% | 315 |
|
2023
Q1 | $252K | Buy |
11,411
+1,394
| +14% | +$30.8K | ﹤0.01% | 586 |
|
2022
Q4 | $221K | Sell |
10,017
-4,335
| -30% | -$95.5K | ﹤0.01% | 618 |
|
2022
Q3 | $251K | Buy |
14,352
+3,439
| +32% | +$60.1K | 0.01% | 477 |
|
2022
Q2 | $203K | Sell |
10,913
-6,574
| -38% | -$122K | ﹤0.01% | 550 |
|
2022
Q1 | $400K | Buy |
+17,487
| New | +$400K | 0.01% | 385 |
|