Schaper Benz & Wise Investment Counsel’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 | $481K | Buy |
14,645
+925
| +7% | +$30.3K | 0.04% | 120 |
|
2025
Q1 | $425K | Sell |
13,720
-2,443
| -15% | -$75.7K | 0.03% | 123 |
|
2024
Q4 | $426K | Buy |
16,163
+5,790
| +56% | +$152K | 0.03% | 120 |
|
2024
Q3 | $295K | Sell |
10,373
-96
| -0.9% | -$2.73K | 0.02% | 134 |
|
2024
Q2 | $278K | Sell |
10,469
-157
| -1% | -$4.17K | 0.02% | 129 |
|
2024
Q1 | $242K | Hold |
10,626
| – | – | 0.02% | 133 |
|
2023
Q4 | $231K | Hold |
10,626
| – | – | 0.02% | 123 |
|
2023
Q3 | $216K | Buy |
10,626
+955
| +10% | +$19.4K | 0.02% | 128 |
|
2023
Q2 | $202K | Hold |
9,671
| – | – | 0.02% | 135 |
|
2023
Q1 | $214K | Hold |
9,671
| – | – | 0.02% | 133 |
|
2022
Q4 | $213K | Buy |
+9,671
| New | +$213K | 0.02% | 131 |
|