MWM
MGB 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 | $1.93M | Buy |
58,956
+26,512
| +82% | +$867K | 0.64% | 34 |
|
|
2025
Q1 | $1.01M | Buy |
32,444
+4,496
| +16% | +$139K | 0.36% | 71 |
|
|
2024
Q4 | $737K | Sell |
27,948
-11,002
| -28% | -$290K | 0.23% | 85 |
|
|
2024
Q3 | $1.11M | Buy |
38,950
+2,892
| +8% | +$82.5K | 0.4% | 60 |
|
|
2024
Q2 | $1.02M | Buy |
36,058
+12,258
| +52% | +$346K | 0.38% | 70 |
|
|
2024
Q1 | $541K | Sell |
23,800
-850
| -3% | -$19.3K | 0.22% | 107 |
|
|
2023
Q4 | $537K | Buy |
+24,650
| New | +$537K | 0.27% | 103 |
|