Plante Moran Financial 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
Q2 | $55.8K | Hold |
1,700
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $52.7K | Hold |
1,700
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $44.8K | Hold |
1,700
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $48.3K | Hold |
1,700
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $45.2K | Hold |
1,700
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $38.7K | Buy |
1,700
+68
| +4% | +$1.55K | ﹤0.01% | 397 |
|
|
2023
Q4 | $35.5K | Hold |
1,632
| – | – | ﹤0.01% | 367 |
|
|
2023
Q3 | $33.2K | Hold |
1,632
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $34.1K | Hold |
1,632
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $36.1K | Buy |
1,632
+1,532
| +1,532% | +$33.9K | ﹤0.01% | 342 |
|
|
2022
Q4 | $2.2K | Sell |
100
-1,400
| -93% | -$30.8K | ﹤0.01% | 736 |
|
|
2022
Q3 | $26K | Hold |
1,500
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $28K | Hold |
1,500
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $34K | Hold |
1,500
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $32K | Sell |
1,500
-844
| -36% | -$18K | 0.01% | 455 |
|
|
2021
Q3 | $48K | Sell |
2,344
-15,258
| -87% | -$312K | 0.01% | 394 |
|
|
2021
Q2 | $426K | Buy |
17,602
+1,721
| +11% | +$41.7K | 0.1% | 92 |
|
|
2021
Q1 | $360K | Sell |
15,881
-109
| -0.7% | -$2.47K | 0.1% | 105 |
|
|
2020
Q4 | $393K | Buy |
15,990
+6,266
| +64% | +$154K | 0.12% | 102 |
|
|
2020
Q3 | $210K | Sell |
9,724
-58,508
| -86% | -$1.26M | 0.07% | 142 |
|
|
2020
Q2 | $1.16M | Hold |
68,232
| – | – | 0.46% | 30 |
|
|
2020
Q1 | $890K | Buy |
68,232
+63,051
| +1,217% | +$822K | 0.41% | 36 |
|
|
2019
Q4 | $86K | Hold |
5,181
| – | – | 0.03% | 246 |
|
|
2019
Q3 | $82K | Hold |
5,181
| – | – | 0.02% | 269 |
|
|
2019
Q2 | $74K | Hold |
5,181
| – | – | 0.02% | 265 |
|
|
2019
Q1 | $73K | Sell |
5,181
-3,672
| -41% | -$51.7K | 0.02% | 259 |
|
|
2018
Q4 | $129K | Buy |
8,853
+3,672
| +71% | +$53.5K | 0.04% | 176 |
|
|
2018
Q3 | $71K | Hold |
5,181
| – | – | 0.02% | 245 |
|
|
2018
Q2 | $78K | Buy |
+5,181
| New | +$78K | 0.04% | 257 |
|
|
2018
Q1 | – | Sell |
-1,127
| Closed | -$18K | – | 1004 |
|
|
2017
Q4 | $18K | Buy |
+1,127
| New | +$18K | 0.01% | 514 |
|
|
2016
Q1 | – | Sell |
-571
| Closed | -$8K | – | 1006 |
|
|
2015
Q4 | $8K | Hold |
571
| – | – | 0.01% | 617 |
|
|
2015
Q3 | $8K | Hold |
571
| – | – | 0.01% | 516 |
|
|
2015
Q2 | $9K | Hold |
571
| – | – | 0.01% | 544 |
|
|
2015
Q1 | $9K | Hold |
571
| – | – | 0.01% | 534 |
|
|
2014
Q4 | $9K | Hold |
571
| – | – | 0.01% | 563 |
|
|
2014
Q3 | $9K | Hold |
571
| – | – | 0.01% | 566 |
|
|
2014
Q2 | $12K | Sell |
571
-2,500
| -81% | -$52.5K | 0.01% | 482 |
|
|
2014
Q1 | $58K | Hold |
3,071
| – | – | 0.06% | 159 |
|
|
2013
Q4 | $57K | Sell |
3,071
-2,883
| -48% | -$53.5K | 0.03% | 218 |
|
|
2013
Q3 | $124K | Sell |
5,954
-775
| -12% | -$16.1K | 0.08% | 93 |
|
|
2013
Q2 | $128K | Buy |
+6,729
| New | +$128K | 0.09% | 88 |
|