Allen Mooney & Barnes Investment Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44,235
| Closed | -$422K | – | 161 |
|
|
2024
Q1 | $422K | Sell |
44,235
-22,125
| -33% | -$211K | 0.08% | 117 |
|
|
2023
Q4 | $536K | Sell |
66,360
-3,070
| -4% | -$24.8K | 0.1% | 93 |
|
|
2023
Q3 | $526K | Buy |
+69,430
| New | +$526K | 0.11% | 87 |
|
|
2023
Q2 | – | Sell |
-10,935
| Closed | -$91.2K | – | 145 |
|
|
2023
Q1 | $91.2K | Sell |
10,935
-700
| -6% | -$5.84K | 0.02% | 130 |
|
|
2022
Q4 | $95.9K | Buy |
+11,635
| New | +$95.9K | 0.02% | 132 |
|