Wealthspan 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
2025
Q2
$1.3M Buy
2025
Q1
$1.22M Buy
2024
Q4
$1.03M Buy
2024
Q3
$1.05M Sell
2024
Q2
$1.01M Buy
2024
Q1
$860K Sell
2023
Q4
$852K Sell
2023
Q3
$820K Sell
2023
Q2
$907K Sell
2023
Q1
$984K Buy
2022
Q4
$976K Buy
2022
Q3
$773K Sell
2022
Q2
$919K Buy
2022
Q1
$997K Buy
2021
Q4
$861K Buy