Strategic Wealth Partners’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
Q3
$137K Buy
2025
Q2
$102K Buy
2023
Q4
Sell
2023
Q3
$327K Sell
2023
Q2
$396K Buy
2023
Q1
$355K Buy
2022
Q4
$346K Sell
2022
Q3
$292K Buy
2022
Q2
$295K Buy
2022
Q1
$358K Sell
2021
Q4
$354K Buy
2019
Q1
Sell
2018
Q4
$0 Buy
2018
Q2
Sell
2018
Q1
$5K Hold
2017
Q4
$6K Buy