TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$553 | – | 1926 |
|
|
2023
Q1 | $553 | Sell |
25
-10
| -29% | -$207 | ﹤0.01% | 2201 |
|
|
2022
Q4 | $771 | Hold |
35
| – | – | ﹤0.01% | 2159 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 2152 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 2199 |
|
|
2022
Q1 | $1K | Buy |
35
+25
| +250% | +$556 | ﹤0.01% | 2146 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2495 |
|
|
2021
Q3 | $0 | Sell |
10
-50
| -83% | -$1.12K | ﹤0.01% | 2558 |
|
|
2021
Q2 | $1K | Sell |
60
-582
| -91% | -$14.4K | ﹤0.01% | 2249 |
|
|
2021
Q1 | $15K | Buy |
642
+482
| +301% | +$11.7K | 0.01% | 665 |
|
|
2020
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 961 |
|
|
2020
Q1 | $2K | Hold |
160
| – | – | ﹤0.01% | 1086 |
|
|
2019
Q4 | $3K | Hold |
160
| – | – | ﹤0.01% | 1052 |
|
|
2019
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 984 |
|
|
2019
Q2 | $2K | Hold |
160
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $2K | Hold |
160
| – | – | ﹤0.01% | 1077 |
|
|
2018
Q4 | $2K | Hold |
160
| – | – | ﹤0.01% | 1055 |
|
|
2018
Q3 | $2K | Hold |
160
| – | – | ﹤0.01% | 1079 |
|
|
2018
Q2 | $2K | Hold |
160
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q1 | $2K | Hold |
160
| – | – | ﹤0.01% | 1013 |
|
|
2017
Q4 | $3K | Hold |
160
| – | – | ﹤0.01% | 936 |
|
|
2017
Q3 | $3K | Sell |
160
-800
| -83% | -$12.7K | ﹤0.01% | 874 |
|
|
2017
Q2 | $15K | Hold |
960
| – | – | 0.01% | 516 |
|
|
2017
Q1 | $17K | Buy |
960
+175
| +22% | +$2.9K | 0.01% | 473 |
|
|
2016
Q4 | $12K | Sell |
785
-75
| -9% | -$1.22K | 0.01% | 591 |
|
|
2016
Q3 | $16K | Hold |
860
| – | – | 0.01% | 476 |
|
|
2016
Q2 | $15K | Buy |
860
+150
| +21% | +$2.4K | 0.01% | 486 |
|
|
2016
Q1 | $10K | Sell |
710
-1,000
| -58% | -$14.2K | 0.01% | 584 |
|
|
2015
Q4 | $23K | Hold |
1,710
| – | – | 0.01% | 413 |
|
|
2015
Q3 | $24K | Hold |
1,710
| – | – | 0.01% | 377 |
|
|
2015
Q2 | $26K | Hold |
1,710
| – | – | 0.01% | 359 |
|
|
2015
Q1 | $27K | Hold |
1,710
| – | – | 0.02% | 322 |
|
|
2014
Q4 | $26K | Hold |
1,710
| – | – | 0.02% | 323 |
|
|
2014
Q3 | $28K | Hold |
1,710
| – | – | 0.02% | 296 |
|
|
2014
Q2 | $35K | Buy |
1,710
+250
| +17% | +$4.72K | 0.02% | 278 |
|
|
2014
Q1 | $28K | Buy |
+1,460
| New | +$28.7K | 0.02% | 290 |
|
Other funds holding SLV
TCI Wealth Advisors's SLV Position: Q2 2023 in Review
TCI Wealth Advisors sold out of iShares Silver Trust (SLV) in Q2 2023, closing a stake of 25 shares — an estimated $553 sold.
TCI Wealth Advisors first reported a position in SLV in Q1 2014 and held it in 37 quarters. The position peaked at $35K in Q2 2014. 754 funds tracked by Wall St. Rank hold SLV as of Q2 2023.
- TCI Wealth Advisors reported no remaining iShares Silver Trust position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 25 iShares Silver Trust shares in Q2 2023, an estimated $553.
- TCI Wealth Advisors first reported a position in iShares Silver Trust in Q1 2014 and held it in 37 quarters.
- TCI Wealth Advisors's iShares Silver Trust position peaked at $35K in Q2 2014.
- 754 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.