NewEdge Wealth’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 | $752K | Buy |
21,644
+2,229
| +11% | +$77.5K | 0.01% | 599 |
|
2025
Q1 | $602K | Sell |
19,415
-29
| -0.1% | -$899 | 0.01% | 596 |
|
2024
Q4 | $512K | Buy |
19,444
+3,479
| +22% | +$91.6K | 0.01% | 627 |
|
2024
Q3 | $454K | Sell |
15,965
-768
| -5% | -$21.8K | 0.01% | 642 |
|
2024
Q2 | $445K | Sell |
16,733
-250
| -1% | -$6.64K | 0.01% | 573 |
|
2024
Q1 | $414K | Buy |
16,983
+3,588
| +27% | +$87.4K | 0.01% | 599 |
|
2023
Q4 | $292K | Sell |
13,395
-716
| -5% | -$15.6K | 0.01% | 627 |
|
2023
Q3 | $287K | Sell |
14,111
-22,403
| -61% | -$456K | 0.01% | 553 |
|
2023
Q2 | $763K | Sell |
36,514
-2,736
| -7% | -$57.2K | 0.03% | 394 |
|
2023
Q1 | $868K | Buy |
39,250
+19,740
| +101% | +$437K | 0.03% | 327 |
|
2022
Q4 | $430K | Hold |
19,510
| – | – | 0.02% | 391 |
|
2022
Q3 | $341K | Buy |
+19,510
| New | +$341K | 0.02% | 402 |
|