WealthShield 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 | $508K | Buy |
15,489
+4,218
| +37% | +$138K | 0.06% | 235 |
|
2025
Q1 | $349K | Buy |
+11,271
| New | +$349K | 0.04% | 252 |
|
2024
Q4 | – | Sell |
-8,113
| Closed | -$230K | – | 515 |
|
2024
Q3 | $230K | Buy |
+8,113
| New | +$230K | 0.03% | 278 |
|
2022
Q2 | – | Sell |
-9,012
| Closed | -$206K | – | 329 |
|
2022
Q1 | $206K | Sell |
9,012
-455
| -5% | -$10.4K | 0.03% | 314 |
|
2021
Q4 | $204K | Buy |
+9,467
| New | +$204K | 0.03% | 271 |
|
2021
Q3 | – | Sell |
-11,108
| Closed | -$269K | – | 657 |
|
2021
Q2 | $269K | Sell |
11,108
-909
| -8% | -$22K | 0.04% | 219 |
|
2021
Q1 | $273K | Buy |
12,017
+1,271
| +12% | +$28.9K | 0.05% | 214 |
|
2020
Q4 | $264K | Buy |
+10,746
| New | +$264K | 0.05% | 247 |
|