ROI Financial 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 | $1.75M | Buy |
53,219
+8,229
| +18% | +$270K | 1.11% | 24 |
|
2025
Q1 | $1.39M | Buy |
44,990
+6,980
| +18% | +$216K | 1.01% | 27 |
|
2024
Q4 | $1M | Buy |
38,010
+10,771
| +40% | +$284K | 0.68% | 35 |
|
2024
Q3 | $774K | Buy |
27,239
+10,626
| +64% | +$302K | 0.53% | 38 |
|
2024
Q2 | $446K | Buy |
16,613
+1,220
| +8% | +$32.7K | 0.32% | 43 |
|
2024
Q1 | $350K | Sell |
15,393
-105
| -0.7% | -$2.39K | 0.28% | 48 |
|
2023
Q4 | $338K | Buy |
+15,498
| New | +$338K | 0.28% | 51 |
|