Meridian 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
Q2 | $6.3M | Sell |
191,899
-691
| -0.4% | -$22.7K | 0.27% | 84 |
|
2025
Q1 | $5.97M | Buy |
192,590
+1,317
| +0.7% | +$40.8K | 0.29% | 80 |
|
2024
Q4 | $5.04M | Buy |
191,273
+13,588
| +8% | +$358K | 0.24% | 92 |
|
2024
Q3 | $5.05M | Buy |
177,685
+378
| +0.2% | +$10.7K | 0.25% | 88 |
|
2024
Q2 | $4.71M | Buy |
+177,307
| New | +$4.71M | 0.56% | 41 |
|
2024
Q1 | – | Sell |
-136,917
| Closed | -$2.98M | – | 470 |
|
2023
Q4 | $2.98M | Buy |
136,917
+22,503
| +20% | +$490K | 0.19% | 123 |
|
2023
Q3 | $2.33M | Sell |
114,414
-8,199
| -7% | -$167K | 0.14% | 139 |
|
2023
Q2 | $2.56M | Buy |
122,613
+82,367
| +205% | +$1.72M | 0.22% | 97 |
|
2023
Q1 | $890K | Buy |
+40,246
| New | +$890K | 0.08% | 223 |
|
2022
Q2 | – | Sell |
-9,350
| Closed | -$214K | – | 576 |
|
2022
Q1 | $214K | Sell |
9,350
-1,120
| -11% | -$25.6K | 0.02% | 369 |
|
2021
Q4 | $225K | Buy |
+10,470
| New | +$225K | 0.02% | 371 |
|
2021
Q3 | – | Sell |
-19,020
| Closed | -$461K | – | 404 |
|
2021
Q2 | $461K | Hold |
19,020
| – | – | 0.06% | 239 |
|
2021
Q1 | $432K | Sell |
19,020
-4,766
| -20% | -$108K | 0.06% | 232 |
|
2020
Q4 | $584K | Buy |
23,786
+3,270
| +16% | +$80.3K | 0.09% | 172 |
|
2020
Q3 | $443K | Buy |
+20,516
| New | +$443K | 0.11% | 150 |
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$215 | – | 436 |
|
2019
Q2 | $215 | Buy |
+1,500
| New | +$215 | 0.01% | 531 |
|