WealthPlan Investment Management’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
2025
Q3
$309K Sell
2025
Q2
$241K Buy
2023
Q3
Sell
2023
Q2
$38.4K Buy
2023
Q1
$22.7K Sell
2022
Q4
$232K Sell
2022
Q3
$255K Buy
2022
Q1
$273K Buy