WealthPLAN Partners’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
2024 Q3	–	Sell	-8,862	Closed	-$235K	–	293
2024 Q2	$235K	Hold	8,862	–	–	0.03%	279
2024 Q1	$202K	Buy	+8,862	New	+$189K	0.02%	293
2023 Q3	–	Sell	-8,213	Closed	-$172K	–	1028
2023 Q2	$172K	Sell	8,213 -107	-1%	-$2.38K	0.02%	315
2023 Q1	$184K	Sell	8,320 -3,150	-27%	-$65.2K	0.02%	320
2022 Q4	$231K	Buy	+11,470	New	+$225K	0.02%	350
2022 Q1	$273K	Sell	12,958 -1,050	-7%	-$23.3K	0.02%	331
2021 Q4	$292K	Hold	14,008	–	–	0.02%	321
2021 Q3	$292K	Buy	14,008 +935	+7%	+$21K	0.02%	316
2021 Q2	$286K	Buy	13,073 +968	+8%	+$24K	0.02%	299
2021 Q1	$298K	Buy	12,105 +2,225	+23%	+$54.2K	0.02%	275
2020 Q4	$241K	Buy	+9,880	New	+$225K	0.02%	296
2016 Q3	$77.9K	Buy	4,600 +630	+16%	+$11.7K	0.03%	265
2016 Q2	$46.5K	Buy	+3,970	New	+$63.5K	0.01%	962
2015 Q4	$26.8K	Buy	+3,030	New	+$42.7K	﹤0.01%	808
2015 Q2	$1K	Sell	70 -200	-74%	-$3.14K	﹤0.01%	411
2015 Q1	$4K	Buy	+270	New	+$4.32K	﹤0.01%	444