N.E.W. Advisory Services’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 | $823K | Buy |
25,071
+613
| +3% | +$20.1K | 0.08% | 84 |
|
2025
Q1 | $758K | Buy |
24,458
+3,506
| +17% | +$109K | 0.06% | 99 |
|
2024
Q4 | $552K | Buy |
20,952
+10,059
| +92% | +$265K | 0.05% | 107 |
|
2024
Q3 | $309K | Buy |
10,893
+254
| +2% | +$7.22K | 0.03% | 142 |
|
2024
Q2 | $283K | Hold |
10,639
| – | – | 0.03% | 145 |
|
2024
Q1 | $242K | Buy |
+10,639
| New | +$242K | 0.03% | 152 |
|
2021
Q3 | – | Sell |
-10,800
| Closed | -$261K | – | 136 |
|
2021
Q2 | $261K | Buy |
+10,800
| New | +$261K | 0.04% | 114 |
|