EP Wealth Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,105
Closed -$174K 868
2023
Q4
$174K Buy
17,105
+163
+1% +$1.66K ﹤0.01% 734
2023
Q3
$145K Sell
16,942
-35,754
-68% -$306K ﹤0.01% 701
2023
Q2
$164K Buy
+52,696
New +$164K ﹤0.01% 663