PWAC
Private Wealth Advisors (California)’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
102,780
-452
| -0.4% | -$14.8K | 1.24% | 32 |
|
|
2025
Q1 | $3.2M | Buy |
103,232
+125
| +0.1% | +$3.87K | 1.16% | 30 |
|
|
2024
Q4 | $2.71M | Buy |
103,107
+237
| +0.2% | +$6.24K | 1.06% | 33 |
|
|
2024
Q3 | $2.94M | Sell |
102,870
-1,420
| -1% | -$40.6K | 1.13% | 32 |
|
|
2024
Q2 | $2.8M | Sell |
104,290
-102,845
| -50% | -$2.76M | 1.08% | 31 |
|
|
2024
Q1 | $4.71M | Sell |
207,135
-2,421
| -1% | -$55.1K | 1.92% | 19 |
|
|
2023
Q4 | $4.56M | Sell |
209,556
-4,337
| -2% | -$94.5K | 1.78% | 20 |
|
|
2023
Q3 | $4.35M | Sell |
213,893
-1,109
| -0.5% | -$22.6K | 1.84% | 18 |
|
|
2023
Q2 | $4.49M | Sell |
215,002
-152
| -0.1% | -$3.18K | 1.84% | 18 |
|
|
2023
Q1 | $4.76M | Sell |
215,154
-9,318
| -4% | -$206K | 2% | 17 |
|
|
2022
Q4 | $4.94M | Buy |
224,472
+1,757
| +0.8% | +$38.7K | 1.66% | 19 |
|
|
2022
Q3 | $3.9M | Sell |
222,715
-107
| -0% | -$1.87K | 1.81% | 21 |
|
|
2022
Q2 | $4.16M | Sell |
222,822
-210,072
| -49% | -$3.92M | 1.54% | 24 |
|
|
2022
Q1 | $9.91M | Buy |
432,894
+12,306
| +3% | +$282K | 3.16% | 10 |
|
|
2021
Q4 | $9.05M | Buy |
420,588
+8,035
| +2% | +$173K | 1.94% | 10 |
|
|
2021
Q3 | $8.82M | Buy |
412,553
+230,672
| +127% | +$4.93M | 2.11% | 11 |
|
|
2021
Q2 | $4.41M | Buy |
181,881
+15,454
| +9% | +$374K | 1.35% | 21 |
|
|
2021
Q1 | $3.78M | Buy |
166,427
+37,076
| +29% | +$842K | 1.28% | 20 |
|
|
2020
Q4 | $3.03M | Buy |
129,351
+4,097
| +3% | +$96K | 1.05% | 22 |
|
|
2020
Q3 | $2.71M | Sell |
125,254
-18,281
| -13% | -$396K | 1.4% | 18 |
|
|
2020
Q2 | $2.44M | Sell |
143,535
-132,169
| -48% | -$2.25M | 1.7% | 15 |
|
|
2020
Q1 | $3.6M | Buy |
+275,704
| New | +$3.6M | 2.95% | 15 |
|