Laurel Wealth Advisors (North Carolina)’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 | $9.55M | Buy |
313,402
+303,850
| +3,181% | +$9.26M | 0.14% | 111 |
|
2025
Q1 | $296K | Sell |
9,552
-500
| -5% | -$15.5K | 0.05% | 152 |
|
2024
Q4 | $265K | Buy |
10,052
+2,000
| +25% | +$52.7K | 0.04% | 154 |
|
2024
Q3 | $229K | Hold |
8,052
| – | – | 0.04% | 166 |
|
2024
Q2 | $214K | Hold |
8,052
| – | – | 0.04% | 166 |
|
2024
Q1 | $183K | Hold |
8,052
| – | – | 0.03% | 182 |
|
2023
Q4 | $175K | Hold |
8,052
| – | – | 0.03% | 177 |
|
2023
Q3 | $164K | Hold |
8,052
| – | – | 0.03% | 179 |
|
2023
Q2 | $168K | Hold |
8,052
| – | – | 0.03% | 181 |
|
2023
Q1 | $178K | Buy |
8,052
+5,052
| +168% | +$112K | 0.04% | 178 |
|
2022
Q4 | $66.1K | Hold |
3,000
| – | – | 0.01% | 238 |
|
2022
Q3 | $53K | Hold |
3,000
| – | – | 0.01% | 248 |
|
2022
Q2 | $56K | Sell |
3,000
-300
| -9% | -$5.6K | 0.01% | 245 |
|
2022
Q1 | $76K | Hold |
3,300
| – | – | 0.02% | 243 |
|
2021
Q4 | $71K | Buy |
3,300
+1,900
| +136% | +$40.9K | 0.01% | 240 |
|
2021
Q3 | $29K | Hold |
1,400
| – | – | 0.01% | 312 |
|
2021
Q2 | $34K | Hold |
1,400
| – | – | 0.01% | 312 |
|
2021
Q1 | $32K | Hold |
1,400
| – | – | 0.01% | 303 |
|
2020
Q4 | $34K | Buy |
1,400
+900
| +180% | +$21.9K | 0.01% | 291 |
|
2020
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 383 |
|