Principia Wealth Advisory’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
$2.74M Sell
83,401
-7,278
-8% -$239K 2.32% 14
2025
Q1
$2.54M Sell
90,679
-1,516
-2% -$42.5K 2.44% 13
2024
Q4
$2.43M Buy
+92,195
New +$2.43M 2.28% 16