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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-480,839
Closed -$7.39M 100
2021
Q2
$7.39M Buy
480,839
+7,209
+2% +$111K 1.14% 24
2021
Q1
$6.99M Buy
+473,630
New +$6.99M 1.12% 25