WealthPlan Investment Management’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 | $241K | Buy |
+7,335
| New | +$241K | 0.02% | 312 |
|
|
2023
Q3 | – | Sell |
-1,837
| Closed | -$38.4K | – | 320 |
|
|
2023
Q2 | $38.4K | Buy |
1,837
+812
| +79% | +$17K | 0.01% | 213 |
|
|
2023
Q1 | $22.7K | Sell |
1,025
-10,445
| -91% | -$231K | ﹤0.01% | 288 |
|
|
2022
Q4 | $232K | Sell |
11,470
-733
| -6% | -$14.8K | 0.02% | 351 |
|
|
2022
Q3 | $255K | Buy |
+12,203
| New | +$255K | 0.02% | 321 |
|
|
2022
Q1 | $273K | Buy |
+12,958
| New | +$273K | 0.02% | 331 |
|