Liberty Wealth Management’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
Q1 | – | Sell |
-7,833
| Closed | -$206K | – | 194 |
|
|
2024
Q4 | $206K | Hold |
7,833
| – | – | 0.03% | 204 |
|
|
2024
Q3 | $223K | Hold |
7,833
| – | – | 0.04% | 195 |
|
|
2024
Q2 | $208K | Buy |
+7,833
| New | +$208K | 0.04% | 191 |
|
|
2023
Q4 | – | Sell |
-10,275
| Closed | -$209K | – | 187 |
|
|
2023
Q3 | $209K | Hold |
10,275
| – | – | 0.05% | 162 |
|
|
2023
Q2 | $215K | Buy |
10,275
+525
| +5% | +$11K | 0.05% | 174 |
|
|
2023
Q1 | $216K | Buy |
+9,750
| New | +$216K | 0.04% | 213 |
|
|
2021
Q4 | – | Sell |
-4,000
| Closed | -$82K | – | 950 |
|
|
2021
Q3 | $82K | Hold |
4,000
| – | – | 0.03% | 326 |
|
|
2021
Q2 | $97K | Buy |
+4,000
| New | +$97K | 0.04% | 220 |
|
|
2020
Q4 | – | Sell |
-519
| Closed | -$11K | – | 1068 |
|
|
2020
Q3 | $11K | Buy |
+519
| New | +$11K | 0.01% | 503 |
|