MWM
MBE 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 | $295K | Sell |
8,993
-388
| -4% | -$12.7K | 0.13% | 97 |
|
|
2025
Q1 | $291K | Buy |
9,381
+831
| +10% | +$25.8K | 0.14% | 90 |
|
|
2024
Q4 | $225K | Hold |
8,550
| – | – | 0.13% | 90 |
|
|
2024
Q3 | $243K | Sell |
8,550
-350
| -4% | -$9.94K | 0.13% | 85 |
|
|
2024
Q2 | $236K | Buy |
+8,900
| New | +$236K | 0.14% | 78 |
|
|
2022
Q2 | – | Sell |
-10,452
| Closed | -$239K | – | 70 |
|
|
2022
Q1 | $239K | Buy |
10,452
+1,140
| +12% | +$26.1K | 0.14% | 59 |
|
|
2021
Q4 | $200K | Buy |
+9,312
| New | +$200K | 0.1% | 65 |
|
|
2021
Q1 | – | Sell |
-12,719
| Closed | -$312K | – | 63 |
|
|
2020
Q4 | $312K | Buy |
+12,719
| New | +$312K | 0.21% | 38 |
|
|
2020
Q2 | – | Sell |
-7,216
| Closed | -$94K | – | 426 |
|
|
2020
Q1 | $94K | Buy |
+7,216
| New | +$94K | 0.09% | 75 |
|