Lee Financial’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 | $244K | Hold |
7,440
| – | – | 0.04% | 135 |
|
|
2025
Q1 | $231K | Buy |
+7,440
| New | +$231K | 0.04% | 140 |
|
|
2024
Q4 | – | Sell |
-7,440
| Closed | -$211K | – | 185 |
|
|
2024
Q3 | $211K | Buy |
+7,440
| New | +$211K | 0.03% | 169 |
|
|
2024
Q1 | – | Sell |
-7,540
| Closed | -$164K | – | 708 |
|
|
2023
Q4 | $164K | Sell |
7,540
-922
| -11% | -$20.1K | 0.03% | 148 |
|
|
2023
Q3 | $172K | Buy |
8,462
+10
| +0.1% | +$203 | 0.03% | 138 |
|
|
2023
Q2 | $177K | Buy |
8,452
+60
| +0.7% | +$1.25K | 0.03% | 134 |
|
|
2023
Q1 | $186K | Sell |
8,392
-1,100
| -12% | -$24.3K | 0.03% | 132 |
|
|
2022
Q4 | $209K | Hold |
9,492
| – | – | 0.04% | 145 |
|
|
2022
Q3 | $166K | Buy |
9,492
+2,180
| +30% | +$38.1K | 0.03% | 155 |
|
|
2022
Q2 | $136K | Hold |
7,312
| – | – | 0.03% | 167 |
|
|
2022
Q1 | $167K | Sell |
7,312
-12
| -0.2% | -$274 | 0.03% | 157 |
|
|
2021
Q4 | $158K | Sell |
7,324
-3,340
| -31% | -$72.1K | 0.03% | 160 |
|
|
2021
Q3 | $219K | Hold |
10,664
| – | – | 0.05% | 136 |
|
|
2021
Q2 | $258K | Buy |
10,664
+1,065
| +11% | +$25.8K | 0.05% | 125 |
|
|
2021
Q1 | $218K | Buy |
+9,599
| New | +$218K | 0.05% | 129 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$33K | – | 510 |
|
|
2019
Q4 | $33K | Buy |
+2,000
| New | +$33K | 0.01% | 219 |
|
|
2018
Q1 | – | Sell |
-750
| Closed | -$12K | – | 776 |
|
|
2017
Q4 | $12K | Sell |
750
-1,700
| -69% | -$27.2K | ﹤0.01% | 299 |
|
|
2017
Q3 | $39K | Sell |
2,450
-2,280
| -48% | -$36.3K | 0.01% | 199 |
|
|
2017
Q2 | $74K | Hold |
4,730
| – | – | 0.03% | 166 |
|
|
2017
Q1 | $82K | Hold |
4,730
| – | – | 0.03% | 145 |
|
|
2016
Q4 | $71K | Buy |
+4,730
| New | +$71K | 0.04% | 153 |
|