Sequoia Financial Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
43,282
+2,797
| +7% | +$91.8K | 0.01% | 569 |
|
|
2025
Q1 | $1.25M | Buy |
40,485
+19,261
| +91% | +$597K | 0.01% | 545 |
|
|
2024
Q4 | $559K | Buy |
21,224
+2,684
| +14% | +$70.7K | 0.01% | 759 |
|
|
2024
Q3 | $527K | Buy |
18,540
+6,564
| +55% | +$186K | 0.01% | 723 |
|
|
2024
Q2 | $318K | Buy |
11,976
+2,749
| +30% | +$73K | ﹤0.01% | 862 |
|
|
2024
Q1 | $210K | Buy |
+9,227
| New | +$210K | ﹤0.01% | 1036 |
|
|
2023
Q1 | – | Sell |
-16,560
| Closed | -$365K | – | 864 |
|
|
2022
Q4 | $365K | Buy |
+16,560
| New | +$365K | 0.01% | 525 |
|
|
2022
Q1 | – | Sell |
-14,374
| Closed | -$309K | – | 701 |
|
|
2021
Q4 | $309K | Buy |
+14,374
| New | +$309K | 0.01% | 438 |
|