Strategic Wealth Partners’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 | $102K | Buy |
+3,106
| New | +$102K | 0.01% | 388 |
|
|
2023
Q4 | – | Sell |
-16,087
| Closed | -$327K | – | 299 |
|
|
2023
Q3 | $327K | Sell |
16,087
-2,890
| -15% | -$58.8K | 0.04% | 235 |
|
|
2023
Q2 | $396K | Buy |
18,977
+2,914
| +18% | +$60.9K | 0.05% | 220 |
|
|
2023
Q1 | $355K | Buy |
16,063
+341
| +2% | +$7.54K | 0.05% | 202 |
|
|
2022
Q4 | $346K | Sell |
15,722
-962
| -6% | -$21.2K | 0.06% | 198 |
|
|
2022
Q3 | $292K | Buy |
16,684
+832
| +5% | +$14.6K | 0.06% | 223 |
|
|
2022
Q2 | $295K | Buy |
15,852
+204
| +1% | +$3.8K | 0.06% | 200 |
|
|
2022
Q1 | $358K | Sell |
15,648
-805
| -5% | -$18.4K | 0.07% | 198 |
|
|
2021
Q4 | $354K | Buy |
+16,453
| New | +$354K | 0.07% | 220 |
|
|
2019
Q1 | – | Sell |
-27
| Closed | – | – | 810 |
|
|
2018
Q4 | $0 | Buy |
+27
| New | – | ﹤0.01% | 707 |
|
|
2018
Q2 | – | Sell |
-343
| Closed | -$5K | – | 821 |
|
|
2018
Q1 | $5K | Hold |
343
| – | – | ﹤0.01% | 644 |
|
|
2017
Q4 | $6K | Buy |
+343
| New | +$6K | ﹤0.01% | 588 |
|