Heritage Wealth Advisors’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 | $111K | Hold |
3,382
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $105K | Hold |
3,382
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $89K | Sell |
3,382
-650
| -16% | -$17.1K | ﹤0.01% | 261 |
|
|
2024
Q3 | $115K | Buy |
4,032
+650
| +19% | +$18.5K | 0.01% | 255 |
|
|
2024
Q2 | $89.9K | Hold |
3,382
| – | – | ﹤0.01% | 260 |
|
|
2024
Q1 | $76.9K | Hold |
3,382
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $73.7K | Hold |
3,382
| – | – | ﹤0.01% | 298 |
|
|
2023
Q3 | $68.8K | Hold |
3,382
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $70.7K | Hold |
3,382
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $74.8K | Hold |
3,382
| – | – | ﹤0.01% | 282 |
|
|
2022
Q4 | $74.5K | Hold |
3,382
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $59.2K | Hold |
3,382
| – | – | ﹤0.01% | 286 |
|
|
2022
Q2 | $63K | Hold |
3,382
| – | – | ﹤0.01% | 304 |
|
|
2022
Q1 | $77K | Hold |
3,382
| – | – | ﹤0.01% | 274 |
|
|
2021
Q4 | $73K | Hold |
3,382
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $69.4K | Hold |
3,382
| – | – | ﹤0.01% | 290 |
|
|
2021
Q2 | $81.9K | Hold |
3,382
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $76.8K | Hold |
3,382
| – | – | ﹤0.01% | 288 |
|
|
2020
Q4 | $83K | Hold |
3,382
| – | – | 0.01% | 277 |
|
|
2020
Q3 | $73.2K | Buy |
3,382
+382
| +13% | +$8.27K | 0.01% | 238 |
|
|
2020
Q2 | $51K | Hold |
3,000
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $39.2K | Hold |
3,000
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $50K | Hold |
3,000
| – | – | 0.01% | 303 |
|
|
2019
Q3 | $47K | Hold |
3,000
| – | – | 0.01% | 286 |
|
|
2019
Q2 | $43K | Hold |
3,000
| – | – | 0.01% | 270 |
|
|
2019
Q1 | $42.5K | Hold |
3,000
| – | – | 0.01% | 243 |
|
|
2018
Q4 | $43K | Hold |
3,000
| – | – | 0.01% | 202 |
|
|
2018
Q3 | $41K | Buy |
+3,000
| New | +$41K | 0.01% | 210 |
|