Concurrent Investment Advisors’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
Q3
$2.62M Sell
2025
Q2
$2.28M Buy
2025
Q1
$1.41M Buy
2024
Q4
$864K Buy
2024
Q3
$754K Buy
2024
Q2
$698K Sell
2024
Q1
$629K Sell
2023
Q4
$683K Buy