L.J. Altfest & Co’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 | $6.79M | Buy |
206,929
+80,577
| +64% | +$2.64M | 0.8% | 27 |
|
2025
Q1 | $3.92M | Buy |
126,352
+109,713
| +659% | +$3.4M | 0.49% | 41 |
|
2024
Q4 | $438K | Sell |
16,639
-84,535
| -84% | -$2.23M | 0.06% | 232 |
|
2024
Q3 | $2.87M | Buy |
101,174
+63,649
| +170% | +$1.81M | 0.38% | 52 |
|
2024
Q2 | $997K | Sell |
37,525
-78,580
| -68% | -$2.09M | 0.14% | 117 |
|
2024
Q1 | $2.64M | Buy |
116,105
+2,338
| +2% | +$53.2K | 0.37% | 48 |
|
2023
Q4 | $2.48M | Buy |
113,767
+30,626
| +37% | +$667K | 0.36% | 54 |
|
2023
Q3 | $1.69M | Buy |
83,141
+46,830
| +129% | +$952K | 0.27% | 61 |
|
2023
Q2 | $759K | Buy |
36,311
+206
| +0.6% | +$4.31K | 0.11% | 127 |
|
2023
Q1 | $799K | Hold |
36,105
| – | – | 0.13% | 114 |
|
2022
Q4 | $795K | Buy |
36,105
+538
| +2% | +$11.8K | 0.13% | 113 |
|
2022
Q3 | $622K | Hold |
35,567
| – | – | 0.12% | 116 |
|
2022
Q2 | $663K | Buy |
35,567
+1,386
| +4% | +$25.8K | 0.12% | 120 |
|
2022
Q1 | $782K | Buy |
34,181
+7,322
| +27% | +$168K | 0.14% | 115 |
|
2021
Q4 | $578K | Buy |
26,859
+10,632
| +66% | +$229K | 0.11% | 137 |
|
2021
Q3 | $333K | Hold |
16,227
| – | – | 0.07% | 190 |
|
2021
Q2 | $393K | Hold |
16,227
| – | – | 0.08% | 168 |
|
2021
Q1 | $368K | Buy |
16,227
+27
| +0.2% | +$612 | 0.09% | 181 |
|
2020
Q4 | $398K | Hold |
16,200
| – | – | 0.1% | 156 |
|
2020
Q3 | $351K | Buy |
+16,200
| New | +$351K | 0.09% | 154 |
|