AWA
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Amplius Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Amplius Wealth Advisors’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$21K – 774
2021
Q4 		$21K Buy
+1,000
New +$21K ﹤0.01% 464