Pinnacle Wealth Planning 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
$342K Buy
10,431
+2,659
+34% +$87.2K 0.05% 265
2025
Q1
$241K Hold
7,772
0.04% 312
2024
Q4
$205K Buy
+7,772
New +$205K 0.03% 353
2021
Q1
Sell
-1,385
Closed -$34K 1680
2020
Q4
$34K Buy
+1,385
New +$34K 0.01% 954