Journey Strategic Wealth’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
$1.79M Buy
54,419
+18,450
+51% +$605K 0.06% 101
2025
Q1
$1.11M Buy
35,969
+22,200
+161% +$688K 0.04% 122
2024
Q4
$363K Buy
13,769
+3,205
+30% +$84.4K 0.01% 291
2024
Q3
$300K Buy
10,564
+1,595
+18% +$45.3K 0.01% 338
2024
Q2
$238K Buy
+8,969
New +$238K 0.01% 312
2022
Q4
Sell
-11,000
Closed -$193K 257
2022
Q3
$193K Sell
11,000
-20,000
-65% -$351K 0.03% 161
2022
Q2
$578K Buy
+31,000
New +$578K 0.08% 51