Montis Financial’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 | $532K | Hold |
16,209
| – | – | 0.15% | 81 |
|
|
2025
Q1 | $502K | Sell |
16,209
-200
| -1% | -$6.2K | 0.15% | 91 |
|
|
2024
Q4 | $432K | Hold |
16,409
| – | – | 0.13% | 96 |
|
|
2024
Q3 | $466K | Hold |
16,409
| – | – | 0.17% | 69 |
|
|
2024
Q2 | $436K | Sell |
16,409
-2,000
| -11% | -$53.1K | 0.2% | 53 |
|
|
2024
Q1 | $419K | Sell |
18,409
-1,000
| -5% | -$22.8K | 0.2% | 53 |
|
|
2023
Q4 | $423K | Sell |
19,409
-2,800
| -13% | -$61K | 0.25% | 45 |
|
|
2023
Q3 | $452K | Buy |
+22,209
| New | +$452K | 0.3% | 35 |
|