Concurrent Investment Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
69,384
+23,881
| +52% | +$784K | 0.04% | 395 |
|
|
2025
Q1 | $1.41M | Buy |
45,503
+12,677
| +39% | +$393K | 0.03% | 445 |
|
|
2024
Q4 | $864K | Buy |
32,826
+6,290
| +24% | +$166K | 0.02% | 524 |
|
|
2024
Q3 | $754K | Buy |
26,536
+282
| +1% | +$8.01K | 0.02% | 525 |
|
|
2024
Q2 | $698K | Sell |
26,254
-1,373
| -5% | -$36.5K | 0.02% | 509 |
|
|
2024
Q1 | $629K | Sell |
27,627
-3,710
| -12% | -$84.4K | 0.03% | 480 |
|
|
2023
Q4 | $683K | Buy |
+31,337
| New | +$683K | 0.03% | 413 |
|