Kestra Private Wealth Services’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 | $1.75M | Buy |
53,297
+13,443
| +34% | +$441K | 0.03% | 538 |
|
|
2025
Q1 | $1.24M | Buy |
39,854
+2,074
| +5% | +$64.3K | 0.02% | 605 |
|
|
2024
Q4 | $995K | Buy |
37,780
+12,147
| +47% | +$320K | 0.02% | 652 |
|
|
2024
Q3 | $728K | Sell |
25,633
-5,662
| -18% | -$161K | 0.01% | 733 |
|
|
2024
Q2 | $832K | Sell |
31,295
-1,089
| -3% | -$28.9K | 0.02% | 634 |
|
|
2024
Q1 | $737K | Sell |
32,384
-26,144
| -45% | -$595K | 0.02% | 651 |
|
|
2023
Q4 | $1.27M | Buy |
58,528
+902
| +2% | +$19.6K | 0.03% | 456 |
|
|
2023
Q3 | $1.17M | Buy |
57,626
+24,758
| +75% | +$504K | 0.04% | 418 |
|
|
2023
Q2 | $687K | Buy |
32,868
+2,888
| +10% | +$60.3K | 0.02% | 529 |
|
|
2023
Q1 | $663K | Buy |
29,980
+5,547
| +23% | +$123K | 0.03% | 518 |
|
|
2022
Q4 | $538K | Buy |
24,433
+350
| +1% | +$7.71K | 0.03% | 503 |
|
|
2022
Q3 | $421K | Sell |
24,083
-4,047
| -14% | -$70.7K | 0.02% | 539 |
|
|
2022
Q2 | $524K | Buy |
28,130
+3,647
| +15% | +$67.9K | 0.03% | 488 |
|
|
2022
Q1 | $560K | Buy |
24,483
+1,954
| +9% | +$44.7K | 0.03% | 535 |
|
|
2021
Q4 | $485K | Buy |
22,529
+1,699
| +8% | +$36.6K | 0.02% | 606 |
|
|
2021
Q3 | $427K | Sell |
20,830
-25,361
| -55% | -$520K | 0.02% | 588 |
|
|
2021
Q2 | $1.12M | Sell |
46,191
-477
| -1% | -$11.6K | 0.07% | 306 |
|
|
2021
Q1 | $1.06M | Sell |
46,668
-5,881
| -11% | -$133K | 0.07% | 274 |
|
|
2020
Q4 | $1.3M | Sell |
52,549
-29,287
| -36% | -$725K | 0.1% | 218 |
|
|
2020
Q3 | $1.77M | Buy |
+81,836
| New | +$1.77M | 0.15% | 153 |
|