United Capital Financial 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
Q2 | $407K | Buy |
12,408
+1,300
| +12% | +$42.7K | ﹤0.01% | 826 |
|
|
2025
Q1 | $344K | Buy |
11,108
+2,530
| +29% | +$78.4K | ﹤0.01% | 838 |
|
|
2024
Q4 | $226K | Sell |
8,578
-2,270
| -21% | -$59.8K | ﹤0.01% | 972 |
|
|
2024
Q3 | $308K | Buy |
+10,848
| New | +$308K | ﹤0.01% | 863 |
|
|
2024
Q2 | – | Sell |
-10,088
| Closed | -$230K | – | 1098 |
|
|
2024
Q1 | $230K | Sell |
10,088
-3,566
| -26% | -$81.1K | ﹤0.01% | 963 |
|
|
2023
Q4 | $297K | Sell |
13,654
-69,677
| -84% | -$1.52M | ﹤0.01% | 867 |
|
|
2023
Q3 | $1.69M | Sell |
83,331
-28,086
| -25% | -$571K | 0.01% | 444 |
|
|
2023
Q2 | $2.33M | Sell |
111,417
-154
| -0.1% | -$3.22K | 0.01% | 424 |
|
|
2023
Q1 | $2.47M | Sell |
111,571
-5,639
| -5% | -$125K | 0.01% | 416 |
|
|
2022
Q4 | $2.58M | Sell |
117,210
-6,044
| -5% | -$133K | 0.01% | 433 |
|
|
2022
Q3 | $2.16M | Buy |
123,254
+419
| +0.3% | +$7.33K | 0.01% | 459 |
|
|
2022
Q2 | $2.29M | Buy |
122,835
+1,989
| +2% | +$37.1K | 0.01% | 468 |
|
|
2022
Q1 | $2.77M | Sell |
120,846
-1,489
| -1% | -$34.1K | 0.01% | 458 |
|
|
2021
Q4 | $2.63M | Sell |
122,335
-24,734
| -17% | -$532K | 0.01% | 485 |
|
|
2021
Q3 | $3.02M | Buy |
147,069
+13,930
| +10% | +$286K | 0.02% | 459 |
|
|
2021
Q2 | $3.23M | Buy |
133,139
+5,358
| +4% | +$130K | 0.02% | 448 |
|
|
2021
Q1 | $2.9M | Buy |
127,781
+7,807
| +7% | +$177K | 0.02% | 438 |
|
|
2020
Q4 | $2.95M | Buy |
119,974
+12,998
| +12% | +$319K | 0.02% | 432 |
|
|
2020
Q3 | $2.32M | Buy |
106,976
+56,164
| +111% | +$1.22M | 0.02% | 466 |
|
|
2020
Q2 | $864K | Sell |
50,812
-36,079
| -42% | -$613K | 0.01% | 702 |
|
|
2020
Q1 | $1.13M | Sell |
86,891
-5,639
| -6% | -$73.6K | 0.01% | 601 |
|
|
2019
Q4 | $1.54M | Sell |
92,530
-5,926
| -6% | -$98.8K | 0.01% | 649 |
|
|
2019
Q3 | $1.57M | Buy |
98,456
+51,631
| +110% | +$822K | 0.01% | 633 |
|
|
2019
Q2 | $671K | Buy |
46,825
+5,754
| +14% | +$82.5K | ﹤0.01% | 932 |
|
|
2019
Q1 | $582K | Sell |
41,071
-956
| -2% | -$13.5K | ﹤0.01% | 927 |
|
|
2018
Q4 | $610K | Buy |
42,027
+22,988
| +121% | +$334K | ﹤0.01% | 854 |
|
|
2018
Q3 | $261K | Buy |
19,039
+1,315
| +7% | +$18K | ﹤0.01% | 1162 |
|
|
2018
Q2 | $269K | Sell |
17,724
-4,721
| -21% | -$71.7K | ﹤0.01% | 1125 |
|
|
2018
Q1 | $346K | Buy |
22,445
+520
| +2% | +$8.02K | ﹤0.01% | 1048 |
|
|
2017
Q4 | $351K | Buy |
21,925
+864
| +4% | +$13.8K | ﹤0.01% | 1064 |
|
|
2017
Q3 | $332K | Buy |
21,061
+801
| +4% | +$12.6K | ﹤0.01% | 1079 |
|
|
2017
Q2 | $318K | Buy |
20,260
+228
| +1% | +$3.58K | ﹤0.01% | 1055 |
|
|
2017
Q1 | $346K | Sell |
20,032
-69,032
| -78% | -$1.19M | ﹤0.01% | 1006 |
|
|
2016
Q4 | $1.35M | Sell |
89,064
-45,329
| -34% | -$685K | 0.01% | 657 |
|
|
2016
Q3 | $2.45M | Buy |
134,393
+48,489
| +56% | +$883K | 0.02% | 540 |
|
|
2016
Q2 | $1.55M | Buy |
85,904
+72,708
| +551% | +$1.31M | 0.02% | 617 |
|
|
2016
Q1 | $194K | Sell |
13,196
-1,470
| -10% | -$21.6K | ﹤0.01% | 1131 |
|
|
2015
Q4 | $193K | Sell |
14,666
-520
| -3% | -$6.84K | ﹤0.01% | 1139 |
|
|
2015
Q3 | $211K | Sell |
15,186
-830
| -5% | -$11.5K | ﹤0.01% | 1144 |
|
|
2015
Q2 | $241K | Buy |
16,016
+1,672
| +12% | +$25.2K | ﹤0.01% | 1130 |
|
|
2015
Q1 | $221K | Buy |
+14,344
| New | +$221K | ﹤0.01% | 1154 |
|
|
2014
Q4 | – | Sell |
-30,330
| Closed | -$496K | – | 1187 |
|
|
2014
Q3 | $496K | Sell |
30,330
-6,422
| -17% | -$105K | 0.01% | 797 |
|
|
2014
Q2 | $744K | Sell |
36,752
-8,479
| -19% | -$172K | 0.01% | 615 |
|
|
2014
Q1 | $861K | Buy |
+45,231
| New | +$861K | 0.02% | 514 |
|
|
2013
Q4 | – | Sell |
-53,501
| Closed | -$1.12M | – | 746 |
|
|
2013
Q3 | $1.12M | Sell |
53,501
-12,581
| -19% | -$263K | 0.04% | 327 |
|
|
2013
Q2 | $1.25M | Buy |
+66,082
| New | +$1.25M | 0.03% | 376 |
|