HWA
HHM Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7K | Buy |
1,910
+600
| +46% | +$19.7K | 0.01% | 340 |
|
|
2025
Q1 | $40.6K | Sell |
1,310
-200
| -13% | -$6.2K | 0.01% | 395 |
|
|
2024
Q4 | $39.8K | Buy |
1,510
+160
| +12% | +$4.21K | 0.01% | 394 |
|
|
2024
Q3 | $38.4K | Sell |
1,350
-200
| -13% | -$5.68K | 0.01% | 374 |
|
|
2024
Q2 | $41.2K | Buy |
+1,550
| New | +$41.2K | 0.01% | 365 |
|
|
2022
Q4 | – | Sell |
-4,000
| Closed | -$70K | – | 737 |
|
|
2022
Q3 | $70K | Hold |
4,000
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $75K | Sell |
4,000
-4,000
| -50% | -$75K | 0.02% | 222 |
|
|
2022
Q1 | $183K | Hold |
8,000
| – | – | 0.04% | 151 |
|
|
2021
Q4 | $172K | Hold |
8,000
| – | – | 0.04% | 154 |
|
|
2021
Q3 | $164K | Hold |
8,000
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $194K | Hold |
8,000
| – | – | 0.05% | 134 |
|
|
2021
Q1 | $182K | Buy |
+8,000
| New | +$182K | 0.06% | 124 |
|