Regal Investment 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 | $859K | Sell |
26,180
-4,693
| -15% | -$154K | 0.06% | 256 |
|
2025
Q1 | $957K | Buy |
30,873
+3,723
| +14% | +$115K | 0.08% | 224 |
|
2024
Q4 | $715K | Buy |
27,150
+105
| +0.4% | +$2.77K | 0.05% | 274 |
|
2024
Q3 | $768K | Sell |
27,045
-1,654
| -6% | -$47K | 0.05% | 278 |
|
2024
Q2 | $763K | Sell |
28,699
-910
| -3% | -$24.2K | 0.05% | 295 |
|
2024
Q1 | $674K | Buy |
29,609
+824
| +3% | +$18.7K | 0.05% | 303 |
|
2023
Q4 | $627K | Sell |
28,785
-2,359
| -8% | -$51.4K | 0.05% | 288 |
|
2023
Q3 | $633K | Buy |
31,144
+1,879
| +6% | +$38.2K | 0.05% | 255 |
|
2023
Q2 | $611K | Sell |
29,265
-1,439
| -5% | -$30.1K | 0.05% | 268 |
|
2023
Q1 | $679K | Sell |
30,704
-620
| -2% | -$13.7K | 0.06% | 240 |
|
2022
Q4 | $690K | Buy |
31,324
+658
| +2% | +$14.5K | 0.07% | 228 |
|
2022
Q3 | $537K | Sell |
30,666
-473
| -2% | -$8.28K | 0.06% | 250 |
|
2022
Q2 | $580K | Sell |
31,139
-2,334
| -7% | -$43.5K | 0.06% | 256 |
|
2022
Q1 | $766K | Buy |
33,473
+270
| +0.8% | +$6.18K | 0.07% | 252 |
|
2021
Q4 | $714K | Sell |
33,203
-417
| -1% | -$8.97K | 0.06% | 288 |
|
2021
Q3 | $690K | Sell |
33,620
-1,215
| -3% | -$24.9K | 0.07% | 293 |
|
2021
Q2 | $844K | Buy |
+34,835
| New | +$844K | 0.08% | 248 |
|
2021
Q1 | – | Sell |
-28,489
| Closed | -$700K | – | 353 |
|
2020
Q4 | $700K | Buy |
+28,489
| New | +$700K | 0.08% | 223 |
|
2020
Q3 | – | Sell |
-17,248
| Closed | -$293K | – | 235 |
|
2020
Q2 | $293K | Buy |
+17,248
| New | +$293K | 0.05% | 248 |
|
2020
Q1 | – | Sell |
-11,600
| Closed | -$193K | – | 259 |
|
2019
Q4 | $193K | Sell |
11,600
-700
| -6% | -$11.6K | 0.03% | 322 |
|
2019
Q3 | $196K | Buy |
+12,300
| New | +$196K | 0.04% | 294 |
|
2015
Q4 | – | Sell |
-2,672
| Closed | -$37K | – | 780 |
|
2015
Q3 | $37K | Sell |
2,672
-61
| -2% | -$845 | 0.01% | 461 |
|
2015
Q2 | $41K | Buy |
2,733
+960
| +54% | +$14.4K | 0.01% | 451 |
|
2015
Q1 | $28K | Sell |
1,773
-42
| -2% | -$663 | 0.01% | 514 |
|
2014
Q4 | $27K | Buy |
1,815
+150
| +9% | +$2.23K | 0.01% | 488 |
|
2014
Q3 | $27K | Buy |
1,665
+59
| +4% | +$957 | 0.01% | 505 |
|
2014
Q2 | $33K | Sell |
1,606
-413
| -20% | -$8.49K | 0.01% | 452 |
|
2014
Q1 | $38K | Sell |
2,019
-297
| -13% | -$5.59K | 0.02% | 395 |
|
2013
Q4 | $43K | Buy |
2,316
+1,021
| +79% | +$19K | 0.02% | 311 |
|
2013
Q3 | $27K | Sell |
1,295
-95
| -7% | -$1.98K | 0.02% | 417 |
|
2013
Q2 | $26K | Buy |
+1,390
| New | +$26K | 0.01% | 406 |
|