JWS
Juncture Wealth Strategies’s iShares Silver Trust SLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Buy |
+6,874
| New | +$226K | 0.08% | 113 |
|
2021
Q1 | – | Sell |
-12,569
| Closed | -$309K | – | 120 |
|
2020
Q4 | $309K | Buy |
+12,569
| New | +$309K | 0.2% | 93 |
|
2018
Q3 | – | Sell |
-49,895
| Closed | -$756K | – | 112 |
|
2018
Q2 | $756K | Buy |
49,895
+1,385
| +3% | +$21K | 0.4% | 58 |
|
2018
Q1 | $748K | Sell |
48,510
-1,200
| -2% | -$18.5K | 0.42% | 59 |
|
2017
Q4 | $795K | Sell |
49,710
-5,344
| -10% | -$85.5K | 0.45% | 57 |
|
2017
Q3 | $867K | Sell |
55,054
-650
| -1% | -$10.2K | 0.49% | 53 |
|
2017
Q2 | $875K | Buy |
55,704
+1,407
| +3% | +$22.1K | 0.5% | 49 |
|
2017
Q1 | $937K | Sell |
54,297
-24,229
| -31% | -$418K | 0.58% | 45 |
|
2016
Q4 | $1.19M | Sell |
78,526
-3,139
| -4% | -$47.4K | 0.82% | 33 |
|
2016
Q3 | $1.49M | Sell |
81,665
-2,068
| -2% | -$37.6K | 1% | 30 |
|
2016
Q2 | $1.5M | Buy |
+83,733
| New | +$1.5M | 1.07% | 28 |
|