IFWM
Institute for Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,768
| Closed | -$281K | – | 460 |
|
|
2022
Q4 | $281K | Sell |
12,768
-761
| -6% | -$16.8K | 0.06% | 359 |
|
|
2022
Q3 | $237K | Sell |
13,529
-3,183
| -19% | -$55.8K | 0.05% | 383 |
|
|
2022
Q2 | $312K | Buy |
16,712
+1,383
| +9% | +$25.8K | 0.06% | 383 |
|
|
2022
Q1 | $351K | Buy |
15,329
+115
| +0.8% | +$2.63K | 0.06% | 372 |
|
|
2021
Q4 | $327K | Sell |
15,214
-958
| -6% | -$20.6K | 0.05% | 359 |
|
|
2021
Q3 | $332K | Sell |
16,172
-440
| -3% | -$9.03K | 0.06% | 345 |
|
|
2021
Q2 | $402K | Buy |
16,612
+625
| +4% | +$15.1K | 0.07% | 312 |
|
|
2021
Q1 | $363K | Sell |
15,987
-1,650
| -9% | -$37.5K | 0.07% | 320 |
|
|
2020
Q4 | $433K | Sell |
17,637
-168
| -0.9% | -$4.13K | 0.09% | 272 |
|
|
2020
Q3 | $385K | Buy |
+17,805
| New | +$385K | 0.09% | 266 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 211 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 238 |
|
|
2014
Q4 | – | Sell |
-9,879
| Closed | -$166K | – | 52 |
|
|
2014
Q3 | $166K | Sell |
9,879
-109,055
| -92% | -$1.83M | 0.16% | 29 |
|
|
2014
Q2 | $2.41M | Buy |
118,934
+9,996
| +9% | +$202K | 2.08% | 15 |
|
|
2014
Q1 | $2.07M | Sell |
108,938
-6,747
| -6% | -$128K | 1.78% | 21 |
|
|
2013
Q4 | $2.16M | Sell |
115,685
-13,176
| -10% | -$246K | 1.56% | 20 |
|
|
2013
Q3 | $2.69M | Buy |
+128,861
| New | +$2.69M | 1.85% | 22 |
|