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