JWCA
J.W. Coons Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
24,200
+2,000
| +9% | +$65.6K | 0.18% | 121 |
|
|
2025
Q1 | $688K | Hold |
22,200
| – | – | 0.18% | 116 |
|
|
2024
Q4 | $585K | Buy |
22,200
+1,200
| +6% | +$31.6K | 0.15% | 132 |
|
|
2024
Q3 | $597K | Hold |
21,000
| – | – | 0.15% | 133 |
|
|
2024
Q2 | $558K | Hold |
21,000
| – | – | 0.13% | 133 |
|
|
2024
Q1 | $478K | Hold |
21,000
| – | – | 0.11% | 151 |
|
|
2023
Q4 | $457K | Hold |
21,000
| – | – | 0.12% | 144 |
|
|
2023
Q3 | $427K | Hold |
21,000
| – | – | 0.12% | 143 |
|
|
2023
Q2 | $439K | Hold |
21,000
| – | – | 0.12% | 151 |
|
|
2023
Q1 | $465K | Hold |
21,000
| – | – | 0.13% | 148 |
|
|
2022
Q4 | $462K | Hold |
21,000
| – | – | 0.14% | 147 |
|
|
2022
Q3 | $368K | Sell |
21,000
-10,000
| -32% | -$175K | 0.14% | 154 |
|
|
2022
Q2 | $578K | Buy |
31,000
+1,000
| +3% | +$18.6K | 0.2% | 126 |
|
|
2022
Q1 | $686K | Hold |
30,000
| – | – | 0.2% | 124 |
|
|
2021
Q4 | $645K | Hold |
30,000
| – | – | 0.19% | 127 |
|
|
2021
Q3 | $616K | Hold |
30,000
| – | – | 0.21% | 119 |
|
|
2021
Q2 | $727K | Hold |
30,000
| – | – | 0.26% | 100 |
|
|
2021
Q1 | $681K | Hold |
30,000
| – | – | 0.24% | 107 |
|
|
2020
Q4 | $737K | Hold |
30,000
| – | – | 0.28% | 97 |
|
|
2020
Q3 | $649K | Hold |
30,000
| – | – | 0.27% | 104 |
|
|
2020
Q2 | $510K | Hold |
30,000
| – | – | 0.23% | 113 |
|
|
2020
Q1 | $392K | Buy |
+30,000
| New | +$392K | 0.21% | 121 |
|