KJWM
Kiley Juergens Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
19,478
+285
| +1% | +$9.35K | 0.15% | 63 |
|
|
2025
Q1 | $595K | Buy |
19,193
+360
| +2% | +$11.2K | 0.16% | 64 |
|
|
2024
Q4 | $496K | Sell |
18,833
-155
| -0.8% | -$4.08K | 0.12% | 66 |
|
|
2024
Q3 | $539K | Buy |
18,988
+380
| +2% | +$10.8K | 0.14% | 64 |
|
|
2024
Q2 | $494K | Sell |
18,608
-80
| -0.4% | -$2.13K | 0.14% | 65 |
|
|
2024
Q1 | $425K | Buy |
18,688
+970
| +5% | +$22.1K | 0.13% | 63 |
|
|
2023
Q4 | $386K | Sell |
17,718
-4,450
| -20% | -$96.9K | 0.13% | 63 |
|
|
2023
Q3 | $451K | Hold |
22,168
| – | – | 0.16% | 65 |
|
|
2023
Q2 | $463K | Hold |
22,168
| – | – | 0.16% | 66 |
|
|
2023
Q1 | $490K | Buy |
22,168
+500
| +2% | +$11.1K | 0.18% | 66 |
|
|
2022
Q4 | $477K | Sell |
21,668
-434
| -2% | -$9.56K | 0.2% | 66 |
|
|
2022
Q3 | $386K | Sell |
22,102
-707
| -3% | -$12.3K | 0.18% | 64 |
|
|
2022
Q2 | $425K | Buy |
22,809
+1,907
| +9% | +$35.5K | 0.2% | 64 |
|
|
2022
Q1 | $478K | Sell |
20,902
-707
| -3% | -$16.2K | 0.23% | 48 |
|
|
2021
Q4 | $465K | Hold |
21,609
| – | – | 0.18% | 64 |
|
|
2021
Q3 | $443K | Hold |
21,609
| – | – | 0.19% | 61 |
|
|
2021
Q2 | $523K | Hold |
21,609
| – | – | 0.24% | 58 |
|
|
2021
Q1 | $490K | Buy |
21,609
+200
| +0.9% | +$4.54K | 0.26% | 53 |
|
|
2020
Q4 | $526K | Hold |
21,409
| – | – | 0.31% | 44 |
|
|
2020
Q3 | $463K | Buy |
21,409
+169
| +0.8% | +$3.66K | 0.34% | 39 |
|
|
2020
Q2 | $361K | Buy |
21,240
+2,000
| +10% | +$34K | 0.3% | 41 |
|
|
2020
Q1 | $251K | Buy |
19,240
+1,868
| +11% | +$24.4K | 0.26% | 42 |
|
|
2019
Q4 | $289K | Buy |
17,372
+500
| +3% | +$8.32K | 0.25% | 40 |
|
|
2019
Q3 | $268K | Buy |
+16,872
| New | +$268K | 0.29% | 39 |
|
|
2018
Q4 | – | Sell |
-12,372
| Closed | -$169K | – | 541 |
|
|
2018
Q3 | $169K | Sell |
12,372
-100
| -0.8% | -$1.37K | 0.13% | 112 |
|
|
2018
Q2 | $188K | Buy |
12,472
+350
| +3% | +$5.28K | 0.17% | 84 |
|
|
2018
Q1 | $186K | Buy |
12,122
+3,000
| +33% | +$46K | 0.2% | 79 |
|
|
2017
Q4 | $145K | Buy |
+9,122
| New | +$145K | 0.13% | 98 |
|