Nicolet 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 | $286K | Hold |
8,519
| – | – | 0.02% | 316 |
|
|
2025
Q1 | $241K | Sell |
8,519
-50
| -0.6% | -$1.41K | 0.02% | 326 |
|
|
2024
Q4 | $237K | Sell |
8,569
-250
| -3% | -$6.9K | 0.02% | 338 |
|
|
2024
Q3 | $258K | Buy |
8,819
+109
| +1% | +$3.19K | 0.02% | 314 |
|
|
2024
Q2 | $245K | Sell |
8,710
-1,000
| -10% | -$28.2K | 0.02% | 315 |
|
|
2024
Q1 | $250K | Sell |
9,710
-2,045
| -17% | -$52.6K | 0.03% | 302 |
|
|
2023
Q4 | $249K | Hold |
11,755
| – | – | 0.03% | 278 |
|
|
2023
Q3 | $227K | Buy |
11,755
+50
| +0.4% | +$965 | 0.03% | 272 |
|
|
2023
Q2 | $244K | Buy |
11,705
+730
| +7% | +$15.2K | 0.03% | 268 |
|
|
2023
Q1 | $251K | Hold |
10,975
| – | – | 0.03% | 235 |
|
|
2022
Q4 | $237K | Buy |
+10,975
| New | +$237K | 0.03% | 208 |
|
|
2022
Q1 | – | Sell |
-17,372
| Closed | -$374K | – | 213 |
|
|
2021
Q4 | $374K | Buy |
+17,372
| New | +$374K | 0.05% | 128 |
|