Walkner Condon Financial Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
60,053
+7,273
| +14% | +$129K | 0.2% | 96 |
|
|
2025
Q1 | $791K | Sell |
52,780
-73
| -0.1% | -$1.09K | 0.16% | 106 |
|
|
2024
Q4 | $610K | Sell |
52,853
-7,065
| -12% | -$81.5K | 0.12% | 138 |
|
|
2024
Q3 | $796K | Buy |
59,918
+3,760
| +7% | +$49.9K | 0.16% | 108 |
|
|
2024
Q2 | $643K | Buy |
56,158
+5,327
| +10% | +$61K | 0.14% | 121 |
|
|
2024
Q1 | $515K | Buy |
50,831
+2,653
| +6% | +$26.9K | 0.11% | 149 |
|
|
2023
Q4 | $491K | Buy |
48,178
+6,897
| +17% | +$70.2K | 0.11% | 149 |
|
|
2023
Q3 | $354K | Buy |
41,281
+12,961
| +46% | +$111K | 0.09% | 167 |
|
|
2023
Q2 | $273K | Buy |
28,320
+2,276
| +9% | +$22K | 0.07% | 196 |
|
|
2023
Q1 | $299K | Buy |
26,044
+100
| +0.4% | +$1.15K | 0.08% | 176 |
|
|
2022
Q4 | $273K | Sell |
25,944
-13,780
| -35% | -$145K | 0.08% | 182 |
|
|
2022
Q3 | $355K | Buy |
39,724
+6,290
| +19% | +$56.2K | 0.11% | 147 |
|
|
2022
Q2 | $330K | Buy |
33,434
+4,748
| +17% | +$46.9K | 0.1% | 162 |
|
|
2022
Q1 | $408K | Buy |
28,686
+2,540
| +10% | +$36.1K | 0.12% | 152 |
|
|
2021
Q4 | $337K | Buy |
+26,146
| New | +$337K | 0.22% | 94 |
|
|
2021
Q3 | – | Sell |
-16,040
| Closed | -$247K | – | 166 |
|
|
2021
Q2 | $247K | Hold |
16,040
| – | – | 0.09% | 147 |
|
|
2021
Q1 | $237K | Buy |
+16,040
| New | +$237K | 0.09% | 151 |
|