Sound View Wealth Advisors Group’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
2025
Q1
$1.5M Hold
2024
Q4
$1.27M Buy
2024
Q3
$1.26M Buy
2024
Q2
$662K Buy
2024
Q1
$397K Buy
2023
Q4
$367K Buy
2023
Q3
$238K Sell
2023
Q2
$254K Buy
2023
Q1
$259K Sell
2022
Q4
$367K Buy