SVWAG
Sound View Wealth Advisors Group’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
48,622
+336
| +0.7% | +$11K | 0.12% | 143 |
|
|
2025
Q1 | $1.5M | Hold |
48,286
| – | – | 0.12% | 142 |
|
|
2024
Q4 | $1.27M | Buy |
48,286
+3,946
| +9% | +$104K | 0.1% | 160 |
|
|
2024
Q3 | $1.26M | Buy |
44,340
+19,436
| +78% | +$552K | 0.1% | 163 |
|
|
2024
Q2 | $662K | Buy |
24,904
+7,475
| +43% | +$199K | 0.07% | 207 |
|
|
2024
Q1 | $397K | Buy |
17,429
+574
| +3% | +$13.1K | 0.04% | 267 |
|
|
2023
Q4 | $367K | Buy |
16,855
+5,148
| +44% | +$112K | 0.04% | 276 |
|
|
2023
Q3 | $238K | Sell |
11,707
-439
| -4% | -$8.93K | 0.03% | 322 |
|
|
2023
Q2 | $254K | Buy |
12,146
+439
| +4% | +$9.17K | 0.03% | 310 |
|
|
2023
Q1 | $259K | Sell |
11,707
-5,148
| -31% | -$114K | 0.04% | 307 |
|
|
2022
Q4 | $367K | Buy |
+16,855
| New | +$367K | 0.04% | 276 |
|