Sugarloaf Wealth Management’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $65.8K | Hold |
2,500
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $71K | Hold |
2,500
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $66.4K | Hold |
2,500
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $56.9K | Hold |
2,500
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $54.5K | Hold |
2,500
| – | – | 0.01% | 278 |
|
|
2023
Q3 | $50.9K | Hold |
2,500
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $52.2K | Hold |
2,500
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $55.3K | Hold |
2,500
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $55.1K | Sell |
2,500
-330
| -12% | -$7.27K | 0.01% | 267 |
|
|
2022
Q3 | $50K | Buy |
2,830
+330
| +13% | +$5.83K | 0.01% | 285 |
|
|
2022
Q2 | $47K | Hold |
2,500
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $57K | Hold |
2,500
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $54K | Hold |
2,500
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $51K | Sell |
2,500
-175
| -7% | -$3.57K | 0.01% | 259 |
|
|
2021
Q2 | $65K | Hold |
2,675
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $61 | Hold |
2,675
| – | – | 0.02% | 244 |
|
|
2020
Q4 | $66K | Hold |
2,675
| – | – | 0.02% | 222 |
|
|
2020
Q3 | $58K | Hold |
2,675
| – | – | 0.02% | 218 |
|
|
2020
Q2 | $46K | Hold |
2,675
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $35K | Hold |
2,675
| – | – | 0.02% | 260 |
|
|
2019
Q4 | $45K | Buy |
+2,675
| New | +$45K | 0.02% | 263 |
|