Wealthspire Advisors (New York)’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 | $460K | Sell |
14,016
-1,095
| -7% | -$35.9K | ﹤0.01% | 561 |
|
|
2025
Q1 | $468K | Buy |
15,111
+2,231
| +17% | +$69.1K | ﹤0.01% | 528 |
|
|
2024
Q4 | $339K | Buy |
12,880
+829
| +7% | +$21.8K | ﹤0.01% | 622 |
|
|
2024
Q3 | $342K | Sell |
12,051
-775
| -6% | -$22K | ﹤0.01% | 593 |
|
|
2024
Q2 | $341K | Sell |
12,826
-4,175
| -25% | -$111K | ﹤0.01% | 509 |
|
|
2024
Q1 | $387K | Hold |
17,001
| – | – | 0.01% | 474 |
|
|
2023
Q4 | $370K | Buy |
17,001
+190
| +1% | +$4.14K | 0.01% | 471 |
|
|
2023
Q3 | $342K | Buy |
16,811
+217
| +1% | +$4.41K | 0.01% | 462 |
|
|
2023
Q2 | $347K | Buy |
16,594
+2,600
| +19% | +$54.3K | 0.01% | 440 |
|
|
2023
Q1 | $310K | Buy |
13,994
+695
| +5% | +$15.4K | 0.01% | 432 |
|
|
2022
Q4 | $293K | Hold |
13,299
| – | – | 0.01% | 462 |
|
|
2022
Q3 | $233K | Sell |
13,299
-13,000
| -49% | -$228K | ﹤0.01% | 453 |
|
|
2022
Q2 | $490K | Buy |
26,299
+14,417
| +121% | +$269K | 0.01% | 320 |
|
|
2022
Q1 | $272K | Sell |
11,882
-1,105
| -9% | -$25.3K | 0.01% | 370 |
|
|
2021
Q4 | $279K | Sell |
12,987
-10,000
| -44% | -$215K | 0.01% | 435 |
|
|
2021
Q3 | $472K | Buy |
22,987
+7,494
| +48% | +$154K | 0.01% | 368 |
|
|
2021
Q2 | $375K | Sell |
15,493
-3,054
| -16% | -$73.9K | 0.01% | 261 |
|
|
2021
Q1 | $421K | Buy |
18,547
+6,987
| +60% | +$159K | 0.01% | 438 |
|
|
2020
Q4 | $284K | Buy |
+11,560
| New | +$284K | 0.01% | 451 |
|