Summit Financial Group’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
Q1 | $236K | Sell |
10,385
-190
| -2% | -$4.32K | 0.08% | 177 |
|
|
2023
Q4 | $230K | Hold |
10,575
| – | – | 0.09% | 177 |
|
|
2023
Q3 | $215K | Hold |
10,575
| – | – | 0.09% | 175 |
|
|
2023
Q2 | $221K | Hold |
10,575
| – | – | 0.09% | 178 |
|
|
2023
Q1 | $234K | Hold |
10,575
| – | – | 0.09% | 175 |
|
|
2022
Q4 | $233K | Hold |
10,575
| – | – | 0.09% | 178 |
|
|
2022
Q3 | $185K | Hold |
10,575
| – | – | 0.08% | 189 |
|
|
2022
Q2 | $197K | Hold |
10,575
| – | – | 0.08% | 192 |
|
|
2022
Q1 | $242K | Sell |
10,575
-2,000
| -16% | -$45.8K | 0.08% | 190 |
|
|
2021
Q4 | $271K | Sell |
12,575
-900
| -7% | -$19.4K | 0.09% | 190 |
|
|
2021
Q3 | $276K | Hold |
13,475
| – | – | 0.1% | 179 |
|
|
2021
Q2 | $326K | Hold |
13,475
| – | – | 0.12% | 154 |
|
|
2021
Q1 | $305K | Buy |
+13,475
| New | +$305K | 0.13% | 144 |
|