WP
Wealthspan Partners’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
39,704
+394
| +1% | +$12.9K | 0.54% | 36 |
|
|
2025
Q1 | $1.22M | Buy |
39,310
+143
| +0.4% | +$4.43K | 0.56% | 34 |
|
|
2024
Q4 | $1.03M | Buy |
39,167
+2,137
| +6% | +$56.3K | 0.49% | 38 |
|
|
2024
Q3 | $1.05M | Sell |
37,030
-840
| -2% | -$23.9K | 0.52% | 35 |
|
|
2024
Q2 | $1.01M | Buy |
37,870
+90
| +0.2% | +$2.39K | 0.56% | 33 |
|
|
2024
Q1 | $860K | Sell |
37,780
-1,327
| -3% | -$30.2K | 0.51% | 35 |
|
|
2023
Q4 | $852K | Sell |
39,107
-1,225
| -3% | -$26.7K | 0.6% | 30 |
|
|
2023
Q3 | $820K | Sell |
40,332
-3,102
| -7% | -$63.1K | 0.65% | 28 |
|
|
2023
Q2 | $907K | Sell |
43,434
-1,046
| -2% | -$21.9K | 0.72% | 27 |
|
|
2023
Q1 | $984K | Buy |
44,480
+175
| +0.4% | +$3.87K | 0.84% | 22 |
|
|
2022
Q4 | $976K | Buy |
44,305
+118
| +0.3% | +$2.6K | 0.89% | 22 |
|
|
2022
Q3 | $773K | Sell |
44,187
-5,115
| -10% | -$89.5K | 0.8% | 24 |
|
|
2022
Q2 | $919K | Buy |
49,302
+5,741
| +13% | +$107K | 0.95% | 21 |
|
|
2022
Q1 | $997K | Buy |
43,561
+3,555
| +9% | +$81.4K | 0.9% | 20 |
|
|
2021
Q4 | $861K | Buy |
+40,006
| New | +$861K | 0.76% | 23 |
|