Pacific Capital Wealth Advisors’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
Q1
Sell
-119
Closed -$3.13K 321
2024
Q4
$3.13K Hold
119
﹤0.01% 329
2024
Q3
$3.38K Sell
119
-110
-48% -$3.13K ﹤0.01% 364
2024
Q2
$6.09K Hold
229
﹤0.01% 365
2024
Q1
$5.21K Hold
229
﹤0.01% 305
2023
Q4
$4.99K Buy
+229
New +$4.99K ﹤0.01% 247