MWPCG
Measured Wealth Private Client Group’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
+11,783
| New | +$387K | 0.12% | 119 |
|
|
2023
Q4 | – | Sell |
-24,916
| Closed | -$507K | – | 191 |
|
|
2023
Q3 | $507K | Buy |
24,916
+10,225
| +70% | +$208K | 0.2% | 80 |
|
|
2023
Q2 | $307K | Sell |
14,691
-2,523
| -15% | -$52.7K | 0.12% | 135 |
|
|
2023
Q1 | $381K | Buy |
+17,214
| New | +$381K | 0.15% | 110 |
|
|
2018
Q4 | – | Sell |
-866
| Closed | -$10K | – | 601 |
|
|
2018
Q3 | $10K | Buy |
+866
| New | +$10K | 0.01% | 623 |
|