JFS 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 | $121K | Hold |
3,673
| – | – | 0.01% | 345 |
|
|
2025
Q1 | $114K | Sell |
3,673
-370
| -9% | -$11.5K | 0.01% | 357 |
|
|
2024
Q4 | $106K | Hold |
4,043
| – | – | 0.01% | 357 |
|
|
2024
Q3 | $115K | Sell |
4,043
-380
| -9% | -$10.8K | 0.01% | 346 |
|
|
2024
Q2 | $118K | Buy |
4,423
+380
| +9% | +$10.1K | 0.01% | 287 |
|
|
2024
Q1 | $92K | Buy |
4,043
+370
| +10% | +$8.42K | 0.01% | 328 |
|
|
2023
Q4 | $80K | Hold |
3,673
| – | – | 0.01% | 338 |
|
|
2023
Q3 | $74.7K | Hold |
3,673
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $76.7K | Buy |
+3,673
| New | +$76.7K | 0.01% | 312 |
|
|
2022
Q4 | – | Sell |
-246
| Closed | -$4K | – | 1992 |
|
|
2022
Q3 | $4K | Hold |
246
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q2 | $5K | Hold |
246
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q1 | $6K | Hold |
246
| – | – | ﹤0.01% | 997 |
|
|
2021
Q4 | $5K | Hold |
246
| – | – | ﹤0.01% | 814 |
|
|
2021
Q3 | $5K | Buy |
+246
| New | +$5K | ﹤0.01% | 720 |
|
|
2021
Q2 | – | Sell |
-70
| Closed | -$2K | – | 633 |
|
|
2021
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 550 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$18K | – | 490 |
|
|
2016
Q3 | $18K | Buy |
+1,000
| New | +$18K | 0.01% | 337 |
|