RSWM
Robertson Stephens Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
23,112
+2,962
| +15% | +$97.2K | 0.02% | 297 |
|
|
2025
Q1 | $624K | Hold |
20,150
| – | – | 0.02% | 324 |
|
|
2024
Q4 | $531K | Hold |
20,150
| – | – | 0.02% | 346 |
|
|
2024
Q3 | $572K | Sell |
20,150
-905
| -4% | -$25.7K | 0.02% | 380 |
|
|
2024
Q2 | $559K | Buy |
21,055
+1,905
| +10% | +$50.6K | 0.03% | 318 |
|
|
2024
Q1 | $436K | Buy |
19,150
+4,885
| +34% | +$111K | 0.02% | 361 |
|
|
2023
Q4 | $311K | Hold |
14,265
| – | – | 0.02% | 374 |
|
|
2023
Q3 | $290K | Hold |
14,265
| – | – | 0.02% | 384 |
|
|
2023
Q2 | $298K | Sell |
14,265
-2,156
| -13% | -$45K | 0.02% | 356 |
|
|
2023
Q1 | $363K | Buy |
16,421
+1,156
| +8% | +$25.6K | 0.03% | 338 |
|
|
2022
Q4 | $336K | Sell |
15,265
-102
| -0.7% | -$2.25K | 0.03% | 315 |
|
|
2022
Q3 | $268K | Sell |
15,367
-8,398
| -35% | -$146K | 0.03% | 293 |
|
|
2022
Q2 | $442K | Buy |
23,765
+4,750
| +25% | +$88.3K | 0.04% | 247 |
|
|
2022
Q1 | $435K | Buy |
19,015
+3,750
| +25% | +$85.8K | 0.04% | 263 |
|
|
2021
Q4 | $328K | Buy |
+15,265
| New | +$328K | 0.03% | 305 |
|