Millington Financial Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65,712	Closed	-$1.04M	–	83
2023 Q3	$1.04M	Buy	65,712 +2,357	+4%	+$37.4K	0.93%	35
2023 Q2	$1.28M	Sell	63,355 -935	-1%	-$18.9K	1.14%	27
2023 Q1	$1.17M	Buy	64,290 +628	+1%	+$11.4K	1.08%	29
2022 Q4	$1.19M	Buy	+63,662	New	+$1.19M	1.17%	26