PWA
Primoris Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
77,830
+58,855
| +310% | +$1.93M | 1.74% | 22 |
|
|
2025
Q1 | $573K | Buy |
18,975
+4,315
| +29% | +$130K | 0.44% | 55 |
|
|
2024
Q4 | $386K | Sell |
14,660
-5,919
| -29% | -$156K | 0.29% | 63 |
|
|
2024
Q3 | $585K | Sell |
20,579
-12,140
| -37% | -$345K | 0.42% | 61 |
|
|
2024
Q2 | $843K | Buy |
32,719
+14,025
| +75% | +$361K | 0.67% | 42 |
|
|
2024
Q1 | $419K | Sell |
18,694
-6,313
| -25% | -$141K | 0.33% | 67 |
|
|
2023
Q4 | $524K | Sell |
25,007
-1,242
| -5% | -$26K | 0.49% | 51 |
|
|
2023
Q3 | $534K | Sell |
26,249
-20,175
| -43% | -$410K | 0.65% | 38 |
|
|
2023
Q2 | $970K | Buy |
46,424
+14,935
| +47% | +$312K | 1.06% | 28 |
|
|
2023
Q1 | $697K | Buy |
31,489
+820
| +3% | +$18.1K | 0.86% | 30 |
|
|
2022
Q4 | $675K | Sell |
30,669
-660
| -2% | -$14.5K | 1.04% | 25 |
|
|
2022
Q3 | $543K | Sell |
31,329
-21,689
| -41% | -$376K | 0.97% | 29 |
|
|
2022
Q2 | $984K | Sell |
53,018
-161,794
| -75% | -$3M | 1.41% | 23 |
|
|
2022
Q1 | $4.92M | Buy |
+214,812
| New | +$4.92M | 4.59% | 4 |
|