Alpha Financial Partners’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 | $258K | Sell |
7,870
-1,750
| -18% | -$57.4K | 0.19% | 69 |
|
2025
Q1 | $298K | Hold |
9,620
| – | – | 0.24% | 56 |
|
2024
Q4 | $253K | Sell |
9,620
-23,564
| -71% | -$620K | 0.2% | 60 |
|
2024
Q3 | $943K | Buy |
33,184
+23,364
| +238% | +$664K | 0.67% | 34 |
|
2024
Q2 | $261K | Hold |
9,820
| – | – | 0.23% | 54 |
|
2024
Q1 | $223K | Hold |
9,820
| – | – | 0.2% | 64 |
|
2023
Q4 | $214K | Buy |
+9,820
| New | +$214K | 0.21% | 74 |
|
2023
Q3 | – | Sell |
-9,820
| Closed | -$205K | – | 92 |
|
2023
Q2 | $205K | Hold |
9,820
| – | – | 0.22% | 89 |
|
2023
Q1 | $217K | Sell |
9,820
-800
| -8% | -$17.7K | 0.24% | 87 |
|
2022
Q4 | $234K | Buy |
+10,620
| New | +$234K | 0.28% | 72 |
|