Wealthcare Advisory Partners’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 | $3.56M | Buy |
108,507
+23,771
| +28% | +$780K | 0.08% | 199 |
|
2025
Q1 | $2.63M | Buy |
84,736
+9,534
| +13% | +$295K | 0.07% | 237 |
|
2024
Q4 | $1.98M | Buy |
75,202
+7,167
| +11% | +$189K | 0.06% | 275 |
|
2024
Q3 | $1.93M | Buy |
68,035
+31,336
| +85% | +$890K | 0.06% | 276 |
|
2024
Q2 | $975K | Buy |
36,699
+1,766
| +5% | +$46.9K | 0.03% | 389 |
|
2024
Q1 | $795K | Buy |
34,933
+6,732
| +24% | +$153K | 0.03% | 436 |
|
2023
Q4 | $614K | Sell |
28,201
-891
| -3% | -$19.4K | 0.02% | 443 |
|
2023
Q3 | $592K | Sell |
29,092
-594
| -2% | -$12.1K | 0.03% | 393 |
|
2023
Q2 | $620K | Sell |
29,686
-1,183
| -4% | -$24.7K | 0.03% | 397 |
|
2023
Q1 | $683K | Sell |
30,869
-1,861
| -6% | -$41.2K | 0.03% | 373 |
|
2022
Q4 | $721K | Buy |
32,730
+2,048
| +7% | +$45.1K | 0.03% | 334 |
|
2022
Q3 | $537K | Sell |
30,682
-1,741
| -5% | -$30.5K | 0.03% | 344 |
|
2022
Q2 | $604K | Buy |
32,423
+1,545
| +5% | +$28.8K | 0.04% | 288 |
|
2022
Q1 | $706K | Sell |
30,878
-350
| -1% | -$8K | 0.04% | 250 |
|
2021
Q4 | $672K | Sell |
31,228
-1,268
| -4% | -$27.3K | 0.04% | 263 |
|
2021
Q3 | $667K | Buy |
32,496
+1,221
| +4% | +$25.1K | 0.04% | 261 |
|
2021
Q2 | $757K | Buy |
31,275
+3,234
| +12% | +$78.3K | 0.05% | 236 |
|
2021
Q1 | $637K | Sell |
28,041
-6,218
| -18% | -$141K | 0.05% | 249 |
|
2020
Q4 | $842K | Buy |
34,259
+2,550
| +8% | +$62.7K | 0.07% | 170 |
|
2020
Q3 | $686K | Buy |
31,709
+2,513
| +9% | +$54.4K | 0.08% | 160 |
|
2020
Q2 | $497K | Buy |
29,196
+14,473
| +98% | +$246K | 0.06% | 172 |
|
2020
Q1 | $192K | Sell |
14,723
-2,521
| -15% | -$32.9K | 0.03% | 266 |
|
2019
Q4 | $288K | Sell |
17,244
-1,460
| -8% | -$24.4K | 0.04% | 245 |
|
2019
Q3 | $298K | Buy |
18,704
+18,229
| +3,838% | +$290K | 0.04% | 210 |
|
2019
Q2 | $7K | Sell |
475
-100
| -17% | -$1.47K | ﹤0.01% | 997 |
|
2019
Q1 | $8K | Sell |
575
-520
| -47% | -$7.24K | ﹤0.01% | 879 |
|
2018
Q4 | $16K | Sell |
1,095
-610
| -36% | -$8.91K | ﹤0.01% | 690 |
|
2018
Q3 | $23K | Sell |
1,705
-50
| -3% | -$674 | ﹤0.01% | 638 |
|
2018
Q2 | $27K | Sell |
1,755
-500
| -22% | -$7.69K | 0.01% | 599 |
|
2018
Q1 | $35K | Buy |
2,255
+500
| +28% | +$7.76K | 0.01% | 460 |
|
2017
Q4 | $28K | Hold |
1,755
| – | – | 0.01% | 473 |
|
2017
Q3 | $28K | Buy |
+1,755
| New | +$28K | 0.01% | 381 |
|