CWM
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Centricity Wealth Management’s iShares Silver Trust SLV Stock Holding History

Centricity Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32K Sell
976
-775
-44% -$25.4K 0.03% 214
2025
Q1 		$54.3K Hold
1,751
– – 0.05% 162
2024
Q4 		$46.1K Buy
+1,751
New +$46.1K 0.04% 180