MWM
MY 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 | – | Sell |
-136,392
| Closed | -$4.22M | – | 32 |
|
|
2025
Q1 | $4.22M | Sell |
136,392
-49,726
| -27% | -$1.54M | 4.09% | 10 |
|
|
2024
Q4 | $4.9M | Sell |
186,118
-99,422
| -35% | -$2.62M | 4.89% | 9 |
|
|
2024
Q3 | $8.11M | Buy |
285,540
+88,157
| +45% | +$2.5M | 8.23% | 4 |
|
|
2024
Q2 | $5.24M | Sell |
197,383
-2,478
| -1% | -$65.8K | 5.97% | 6 |
|
|
2024
Q1 | $4.55M | Sell |
199,861
-67,975
| -25% | -$1.55M | 5.02% | 10 |
|
|
2023
Q4 | $5.83M | Sell |
267,836
-5,564
| -2% | -$121K | 5.49% | 6 |
|
|
2023
Q3 | $5.56M | Sell |
273,400
-2,061
| -0.7% | -$41.9K | 5.53% | 6 |
|
|
2023
Q2 | $5.75M | Buy |
275,461
+131,082
| +91% | +$2.74M | 5.25% | 6 |
|
|
2023
Q1 | $3.19M | Buy |
+144,379
| New | +$3.19M | 3.2% | 13 |
|