Concord Wealth 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
$110K Buy
2025
Q1
$77.9K Hold
2024
Q4
$66.2K Buy
2024
Q3
$63.2K Hold
2024
Q2
$59.1K Hold
2024
Q1
$50.6K Sell
2023
Q4
$65.9K Hold
2023
Q3
$61.5K Hold
2023
Q2
$63.2K Hold
2023
Q1
$66.9K Sell
2022
Q4
$69.2K Buy
2022
Q3
Sell
2022
Q2
$68K Buy
2022
Q1
$65K Hold
2021
Q4
$61K Buy
2021
Q3
$12K Hold
2021
Q2
$15K Hold
2021
Q1
$14K Hold
2020
Q4
$15K Buy