Personal CFO Solutions’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
29,657
+4,716
| +19% | +$155K | 0.18% | 110 |
|
|
2025
Q1 | $773K | Buy |
+24,941
| New | +$773K | 0.16% | 139 |
|
|
2024
Q4 | – | Sell |
-24,465
| Closed | -$695K | – | 584 |
|
|
2024
Q3 | $695K | Buy |
24,465
+44
| +0.2% | +$1.25K | 0.1% | 201 |
|
|
2024
Q2 | $649K | Sell |
24,421
-2,000
| -8% | -$53.1K | 0.1% | 197 |
|
|
2024
Q1 | $601K | Hold |
26,421
| – | – | 0.09% | 208 |
|
|
2023
Q4 | $575K | Sell |
26,421
-1,000
| -4% | -$21.8K | 0.1% | 200 |
|
|
2023
Q3 | $558K | Hold |
27,421
| – | – | 0.11% | 175 |
|
|
2023
Q2 | $573K | Hold |
27,421
| – | – | 0.12% | 177 |
|
|
2023
Q1 | $607K | Buy |
27,421
+500
| +2% | +$11.1K | 0.13% | 154 |
|
|
2022
Q4 | $593K | Sell |
26,921
-4,000
| -13% | -$88.1K | 0.13% | 164 |
|
|
2022
Q3 | $541K | Buy |
30,921
+1,850
| +6% | +$32.4K | 0.14% | 143 |
|
|
2022
Q2 | $542K | Buy |
29,071
+5,100
| +21% | +$95.1K | 0.13% | 144 |
|
|
2022
Q1 | $548K | Buy |
23,971
+5,050
| +27% | +$115K | 0.11% | 179 |
|
|
2021
Q4 | $407K | Hold |
18,921
| – | – | 0.08% | 239 |
|
|
2021
Q3 | $388K | Hold |
18,921
| – | – | 0.08% | 224 |
|
|
2021
Q2 | $458K | Buy |
+18,921
| New | +$458K | 0.09% | 202 |
|
|
2020
Q4 | – | Sell |
-23,000
| Closed | – | – | 400 |
|
|
2020
Q3 | $0 | Hold |
23,000
| – | – | ﹤0.01% | 301 |
|
|
2020
Q2 | $391K | Hold |
23,000
| – | – | 0.12% | 165 |
|
|
2020
Q1 | $300K | Hold |
23,000
| – | – | 0.11% | 173 |
|
|
2019
Q4 | $384K | Hold |
23,000
| – | – | 0.11% | 172 |
|
|
2019
Q3 | $366K | Buy |
+23,000
| New | +$366K | 0.15% | 180 |
|