Kingswood Wealth Advisors’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 | $1.11M | Sell |
33,832
-27,027
| -44% | -$887K | 0.09% | 247 |
|
|
2025
Q1 | $1.88M | Buy |
60,859
+28,310
| +87% | +$875K | 0.17% | 146 |
|
|
2024
Q4 | $857K | Sell |
32,549
-1,673
| -5% | -$44.1K | 0.06% | 310 |
|
|
2024
Q3 | $972K | Sell |
34,222
-6,075
| -15% | -$173K | 0.07% | 301 |
|
|
2024
Q2 | $1.07M | Buy |
40,297
+7,992
| +25% | +$212K | 0.1% | 220 |
|
|
2024
Q1 | $735K | Sell |
32,305
-1,930
| -6% | -$43.9K | 0.08% | 263 |
|
|
2023
Q4 | $746K | Buy |
34,235
+21,655
| +172% | +$472K | 0.08% | 254 |
|
|
2023
Q3 | $539K | Sell |
12,580
-1,350
| -10% | -$57.9K | 0.09% | 232 |
|
|
2023
Q2 | $291K | Buy |
+13,930
| New | +$291K | 0.09% | 203 |
|