Cornerstone Planning Group’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Hold
1,281
0.01% 260
2025
Q1
$39.1K Hold
1,281
0.01% 281
2024
Q4
$35.2K Hold
1,281
0.01% 232
2024
Q3
$40.2K Hold
1,281
0.01% 212
2024
Q2
$31.8K Hold
1,281
0.01% 257
2024
Q1
$31K Hold
1,281
0.01% 234
2023
Q4
$27.9K Sell
1,281
-75
-6% -$1.63K 0.01% 276
2023
Q3
$27.6K Hold
1,356
0.01% 265
2023
Q2
$28.3K Buy
+1,356
New +$28.3K 0.01% 348
2022
Q4
$29.8K Buy
+1,356
New +$29.8K 0.01% 349