OIA
OneDigital Investment Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
46,838
+837
| +2% | +$27.5K | 0.02% | 511 |
|
|
2025
Q1 | $1.43M | Sell |
46,001
-75
| -0.2% | -$2.32K | 0.02% | 499 |
|
|
2024
Q4 | $1.21M | Sell |
46,076
-5,072
| -10% | -$134K | 0.01% | 569 |
|
|
2024
Q3 | $1.45M | Buy |
51,148
+3,671
| +8% | +$104K | 0.02% | 541 |
|
|
2024
Q2 | $1.26M | Buy |
47,477
+18,230
| +62% | +$484K | 0.02% | 543 |
|
|
2024
Q1 | $665K | Sell |
29,247
-13,078
| -31% | -$298K | 0.01% | 634 |
|
|
2023
Q4 | $922K | Sell |
42,325
-35,155
| -45% | -$766K | 0.02% | 509 |
|
|
2023
Q3 | $1.58M | Sell |
77,480
-706
| -0.9% | -$14.4K | 0.03% | 327 |
|
|
2023
Q2 | $1.63M | Sell |
78,186
-6,290
| -7% | -$131K | 0.04% | 314 |
|
|
2023
Q1 | $1.87M | Buy |
84,476
+6,701
| +9% | +$148K | 0.04% | 284 |
|
|
2022
Q4 | $1.71M | Buy |
77,775
+20,987
| +37% | +$462K | 0.05% | 276 |
|
|
2022
Q3 | $994K | Buy |
56,788
+7,296
| +15% | +$128K | 0.04% | 295 |
|
|
2022
Q2 | $923K | Buy |
49,492
+733
| +2% | +$13.7K | 0.04% | 276 |
|
|
2022
Q1 | $1.12M | Sell |
48,759
-1,749
| -3% | -$40K | 0.04% | 249 |
|
|
2021
Q4 | $1.09M | Sell |
50,508
-1,636
| -3% | -$35.2K | 0.04% | 263 |
|
|
2021
Q3 | $1.07M | Sell |
52,144
-1,417
| -3% | -$29.1K | 0.04% | 252 |
|
|
2021
Q2 | $1.3M | Buy |
53,561
+764
| +1% | +$18.5K | 0.05% | 212 |
|
|
2021
Q1 | $1.2M | Buy |
52,797
+1,077
| +2% | +$24.4K | 0.06% | 218 |
|
|
2020
Q4 | $1.27M | Sell |
51,720
-1,586
| -3% | -$39K | 0.07% | 198 |
|
|
2020
Q3 | $1.15M | Buy |
53,306
+1,900
| +4% | +$41.1K | 0.08% | 186 |
|
|
2020
Q2 | $874K | Buy |
51,406
+3,190
| +7% | +$54.2K | 0.06% | 223 |
|
|
2020
Q1 | $629K | Buy |
48,216
+540
| +1% | +$7.05K | 0.06% | 245 |
|
|
2019
Q4 | $795K | Sell |
47,676
-5,100
| -10% | -$85K | 0.06% | 222 |
|
|
2019
Q3 | $840K | Sell |
52,776
-50,806
| -49% | -$809K | 0.08% | 194 |
|
|
2019
Q2 | $1.48M | Buy |
103,582
+53,531
| +107% | +$767K | 0.11% | 106 |
|
|
2019
Q1 | $710K | Hold |
50,051
| – | – | 0.1% | 139 |
|
|
2018
Q4 | $727K | Sell |
50,051
-10,150
| -17% | -$147K | 0.12% | 127 |
|
|
2018
Q3 | $827K | Hold |
60,201
| – | – | 0.19% | 69 |
|
|
2018
Q2 | $912K | Buy |
60,201
+9,600
| +19% | +$145K | 0.19% | 78 |
|
|
2018
Q1 | $780K | Buy |
50,601
+41,485
| +455% | +$639K | 0.17% | 89 |
|
|
2017
Q4 | $146K | Buy |
9,116
+400
| +5% | +$6.41K | 0.02% | 271 |
|
|
2017
Q3 | $137K | Hold |
8,716
| – | – | 0.05% | 183 |
|
|
2017
Q2 | $137K | Buy |
+8,716
| New | +$137K | 0.04% | 254 |
|