Phillips Financial Management’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 | $553K | Hold |
16,841
| – | – | 0.04% | 135 |
|
2025
Q1 | $522K | Hold |
16,841
| – | – | 0.04% | 134 |
|
2024
Q4 | $443K | Hold |
16,841
| – | – | 0.03% | 135 |
|
2024
Q3 | $478K | Hold |
16,841
| – | – | 0.04% | 135 |
|
2024
Q2 | $447K | Hold |
16,841
| – | – | 0.04% | 137 |
|
2024
Q1 | $383K | Hold |
16,841
| – | – | 0.03% | 141 |
|
2023
Q4 | $367K | Hold |
16,841
| – | – | 0.03% | 140 |
|
2023
Q3 | $343K | Hold |
16,841
| – | – | 0.03% | 144 |
|
2023
Q2 | $352K | Sell |
16,841
-453
| -3% | -$9.46K | 0.03% | 139 |
|
2023
Q1 | $383K | Hold |
17,294
| – | – | 0.04% | 132 |
|
2022
Q4 | $381K | Hold |
17,294
| – | – | 0.04% | 119 |
|
2022
Q3 | $303K | Sell |
17,294
-693
| -4% | -$12.1K | 0.03% | 125 |
|
2022
Q2 | $335K | Hold |
17,987
| – | – | 0.04% | 102 |
|
2022
Q1 | $412K | Hold |
17,987
| – | – | 0.04% | 113 |
|
2021
Q4 | $387K | Buy |
+17,987
| New | +$387K | 0.04% | 87 |
|