CFP
Curran Financial Partners’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
16,973
+1,008
| +6% | +$33.1K | 0.12% | 79 |
|
|
2025
Q1 | $495K | Buy |
15,965
+4,387
| +38% | +$136K | 0.12% | 66 |
|
|
2024
Q4 | $305K | Buy |
11,578
+1,208
| +12% | +$31.8K | 0.08% | 77 |
|
|
2024
Q3 | $295K | Buy |
10,370
+667
| +7% | +$18.9K | 0.08% | 75 |
|
|
2024
Q2 | $258K | Sell |
9,703
-7
| -0.1% | -$186 | 0.09% | 75 |
|
|
2024
Q1 | $221K | Buy |
+9,710
| New | +$221K | 0.08% | 78 |
|
|
2023
Q1 | – | Sell |
-17,984
| Closed | -$396K | – | 70 |
|
|
2022
Q4 | $396K | Sell |
17,984
-2,848
| -14% | -$62.7K | 0.19% | 51 |
|
|
2022
Q3 | $365K | Sell |
20,832
-778
| -4% | -$13.6K | 0.19% | 43 |
|
|
2022
Q2 | $403K | Sell |
21,610
-6,508
| -23% | -$121K | 0.19% | 46 |
|
|
2022
Q1 | $643K | Buy |
28,118
+8,032
| +40% | +$184K | 0.26% | 51 |
|
|
2021
Q4 | $432K | Buy |
+20,086
| New | +$432K | 0.18% | 49 |
|