HFP
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Holistic Financial Partners’s iShares Silver Trust SLV Stock Holding History

Holistic Financial Partners’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,635
Closed -$146K – 81
2018
Q3 		$146K Hold
10,635
– – 0.14% 75
2018
Q2 		$161K Hold
10,635
– – 0.18% 26
2018
Q1 		$164K Hold
10,635
– – 0.14% 81
2017
Q4 		$170K Buy
+10,635
New +$170K 0.14% 82