MGIA
Moneta Group Investment Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
9,955
+1,007
| +11% | +$33K | ﹤0.01% | 540 |
|
|
2025
Q1 | $277K | Buy |
8,948
+996
| +13% | +$30.9K | ﹤0.01% | 544 |
|
|
2024
Q4 | $209K | Buy |
+7,952
| New | +$209K | ﹤0.01% | 628 |
|
|
2022
Q2 | – | Sell |
-11,495
| Closed | -$263K | – | 497 |
|
|
2022
Q1 | $263K | Buy |
+11,495
| New | +$263K | 0.01% | 376 |
|
|
2021
Q3 | – | Sell |
-10,322
| Closed | -$250K | – | 470 |
|
|
2021
Q2 | $250K | Buy |
+10,322
| New | +$250K | 0.01% | 393 |
|
|
2021
Q1 | – | Sell |
-10,908
| Closed | -$268K | – | 429 |
|
|
2020
Q4 | $268K | Buy |
10,908
+1,111
| +11% | +$27.3K | 0.02% | 267 |
|
|
2020
Q3 | $212K | Buy |
+9,797
| New | +$212K | 0.02% | 251 |
|
|
2018
Q3 | – | Sell |
-2,900
| Closed | -$44K | – | 346 |
|
|
2018
Q2 | $44K | Buy |
+2,900
| New | +$44K | ﹤0.01% | 314 |
|