SWM
Stapp Wealth Management’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Hold |
19,320
| – | – | 0.91% | 19 |
|
|
2025
Q1 | $599K | Buy |
19,320
+90
| +0.5% | +$2.79K | 0.92% | 16 |
|
|
2024
Q4 | $506K | Hold |
19,230
| – | – | 0.79% | 14 |
|
|
2024
Q3 | $546K | Hold |
19,230
| – | – | 0.88% | 14 |
|
|
2024
Q2 | $511K | Hold |
19,230
| – | – | 0.89% | 14 |
|
|
2024
Q1 | $437K | Hold |
19,230
| – | – | 0.76% | 14 |
|
|
2023
Q4 | $419K | Hold |
19,230
| – | – | 0.7% | 18 |
|
|
2023
Q3 | $391K | Hold |
19,230
| – | – | 0.75% | 18 |
|
|
2023
Q2 | $402K | Hold |
19,230
| – | – | 0.8% | 17 |
|
|
2023
Q1 | $425K | Buy |
+19,230
| New | +$425K | 0.58% | 16 |
|
|
2022
Q4 | – | Sell |
-7,780
| Closed | -$136K | – | 96 |
|
|
2022
Q3 | $136K | Buy |
+7,780
| New | +$136K | 0.4% | 19 |
|