WMWM
Whitaker-Myers Wealth Managers’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
8,137
-1,559
| -16% | -$51.2K | 0.07% | 97 |
|
|
2025
Q1 | $300K | Sell |
9,696
-1,644
| -14% | -$50.9K | 0.08% | 92 |
|
|
2024
Q4 | $299K | Buy |
11,340
+1
| +0% | +$26 | 0.09% | 92 |
|
|
2024
Q3 | $322K | Buy |
11,339
+340
| +3% | +$9.66K | 0.11% | 81 |
|
|
2024
Q2 | $292K | Buy |
10,999
+227
| +2% | +$6.03K | 0.11% | 80 |
|
|
2024
Q1 | $245K | Hold |
10,772
| – | – | 0.1% | 84 |
|
|
2023
Q4 | $235K | Buy |
+10,772
| New | +$235K | 0.12% | 73 |
|