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