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