Summit Financial Wealth Advisors’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
Q1 | $211K | Buy |
+6,798
| New | +$211K | 0.04% | 141 |
|
|
2023
Q1 | – | Sell |
-11,100
| Closed | -$244K | – | 134 |
|
|
2022
Q4 | $244K | Buy |
+11,100
| New | +$244K | 0.06% | 117 |
|
|
2015
Q4 | – | Sell |
-430
| Closed | -$5K | – | 201 |
|
|
2015
Q3 | $5K | Hold |
430
| – | – | ﹤0.01% | 205 |
|
|
2015
Q2 | $6K | Hold |
430
| – | – | ﹤0.01% | 247 |
|
|
2015
Q1 | $7K | Hold |
430
| – | – | ﹤0.01% | 209 |
|
|
2014
Q4 | $6K | Buy |
+430
| New | +$6K | ﹤0.01% | 218 |
|