MWM
Mascoma 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 | $64.8K | Hold |
1,974
| – | – | 0.02% | 166 |
|
|
2025
Q1 | $61.2K | Hold |
1,974
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $52K | Hold |
1,974
| – | – | 0.01% | 192 |
|
|
2024
Q3 | $56.1K | Hold |
1,974
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $52.4K | Hold |
1,974
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $44.9K | Hold |
1,974
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $43K | Hold |
1,974
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $40.2K | Sell |
1,974
-1,440
| -42% | -$29.3K | 0.01% | 208 |
|
|
2023
Q2 | $71.4K | Hold |
3,414
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $78.5K | Hold |
3,414
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $75.2K | Hold |
3,414
| – | – | 0.02% | 188 |
|
|
2022
Q3 | $60K | Buy |
3,414
+984
| +40% | +$17.3K | 0.02% | 210 |
|
|
2022
Q2 | $45K | Hold |
2,430
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $56K | Buy |
2,430
+1,440
| +145% | +$33.2K | 0.02% | 247 |
|
|
2021
Q4 | $21K | Hold |
990
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $20K | Buy |
+990
| New | +$20K | 0.01% | 294 |
|
|
2021
Q2 | – | Sell |
-990
| Closed | -$22K | – | 372 |
|
|
2021
Q1 | $22K | Buy |
+990
| New | +$22K | 0.01% | 286 |
|
|
2019
Q3 | – | Sell |
-862
| Closed | -$12K | – | 293 |
|
|
2019
Q2 | $12K | Hold |
862
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $12K | Buy |
+862
| New | +$12K | 0.01% | 255 |
|
|
2017
Q4 | – | Sell |
-2,330
| Closed | -$37K | – | 409 |
|
|
2017
Q3 | $37K | Buy |
2,330
+2,130
| +1,065% | +$33.8K | 0.02% | 168 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 357 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 324 |
|
|
2016
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 327 |
|