Winch Advisory Services’s iShares Silver Trust SLV Stock Holding History

Winch Advisory Services’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$130K	Buy	3,957 +478	+14%	+$15.7K	0.03%	109
2025 Q1	$108K	Buy	3,479 +65	+2%	+$2.01K	0.03%	115
2024 Q4	$89.9K	Buy	3,414 +1,608	+89%	+$42.3K	0.02%	123
2024 Q3	$51.3K	Sell	1,806 -103	-5%	-$2.93K	0.01%	152
2024 Q2	$50.7K	Hold	1,909	–	–	0.01%	145
2024 Q1	$43.4K	Hold	1,909	–	–	0.01%	161
2023 Q4	$41.6K	Hold	1,909	–	–	0.01%	155
2023 Q3	$39K	Hold	1,909	–	–	0.01%	154
2023 Q2	$40K	Hold	1,909	–	–	0.01%	145
2023 Q1	$42K	Hold	1,909	–	–	0.02%	134
2022 Q4	$42K	Buy	1,909 +460	+32%	+$10.1K	0.02%	132
2022 Q3	$25K	Hold	1,449	–	–	0.01%	153
2022 Q2	$27K	Buy	1,449 +426	+42%	+$7.94K	0.01%	151
2022 Q1	$23K	Hold	1,023	–	–	0.01%	194
2021 Q4	$22K	Hold	1,023	–	–	0.01%	197
2021 Q3	$21K	Hold	1,023	–	–	0.01%	205
2021 Q2	$25K	Buy	1,023 +819	+401%	+$20K	0.01%	180
2021 Q1	$5K	Hold	204	–	–	﹤0.01%	311
2020 Q4	$5K	Hold	204	–	–	﹤0.01%	304
2020 Q3	$4K	Hold	204	–	–	﹤0.01%	284
2020 Q2	$3K	Buy	204 +34	+20%	+$500	﹤0.01%	309
2020 Q1	$2K	Hold	170	–	–	﹤0.01%	296
2019 Q4	$3K	Hold	170	–	–	﹤0.01%	304
2019 Q3	$3K	Hold	170	–	–	﹤0.01%	280
2019 Q2	$2K	Hold	170	–	–	﹤0.01%	379
2019 Q1	$2K	Hold	170	–	–	﹤0.01%	333
2018 Q4	$2K	Hold	170	–	–	﹤0.01%	305
2018 Q3	$2K	Sell	170 -1,000	-85%	-$11.8K	﹤0.01%	291
2018 Q2	$18K	Buy	1,170 +1,000	+588%	+$15.4K	0.01%	158
2018 Q1	$3K	Hold	170	–	–	﹤0.01%	255
2017 Q4	$3K	Hold	170	–	–	﹤0.01%	247
2017 Q3	$3K	Hold	170	–	–	﹤0.01%	237
2017 Q2	$3K	Sell	170 -13,370	-99%	-$236K	﹤0.01%	244
2017 Q1	$234K	Hold	13,540	–	–	0.15%	78
2016 Q4	$205K	Buy	13,540 +6,419	+90%	+$97.2K	0.14%	70
2016 Q3	$130K	Buy	7,121 +6,951	+4,089%	+$127K	0.11%	72
2016 Q2	$3K	Hold	170	–	–	﹤0.01%	213
2016 Q1	$2K	Hold	170	–	–	﹤0.01%	208
2015 Q4	$2K	Sell	170 -480	-74%	-$5.65K	﹤0.01%	224
2015 Q3	$9K	Hold	650	–	–	0.01%	128
2015 Q2	$10K	Hold	650	–	–	0.01%	181
2015 Q1	$10K	Buy	+650	New	+$10K	0.01%	155
2014 Q4	–	Sell	-650	Closed	-$11K	–	160
2014 Q3	$11K	Hold	650	–	–	0.01%	128
2014 Q2	$13K	Hold	650	–	–	0.01%	152
2014 Q1	$12K	Buy	+650	New	+$12K	0.01%	167