Modera 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 | $357K | Buy |
10,896
+3,481
| +47% | +$114K | ﹤0.01% | 501 |
|
|
2025
Q1 | $230K | Buy |
+7,415
| New | +$230K | ﹤0.01% | 570 |
|
|
2024
Q4 | – | Sell |
-8,905
| Closed | -$253K | – | 643 |
|
|
2024
Q3 | $253K | Buy |
8,905
+223
| +3% | +$6.34K | ﹤0.01% | 527 |
|
|
2024
Q2 | $231K | Sell |
8,682
-3,030
| -26% | -$80.5K | ﹤0.01% | 521 |
|
|
2024
Q1 | $266K | Buy |
+11,712
| New | +$266K | ﹤0.01% | 501 |
|