Milestone Wealth’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$753K Buy
43,048
+20,000
+87% +$350K 0.84% 19
2022
Q2
$430K Sell
23,048
-1,287
-5% -$24K 0.45% 29
2022
Q1
$523K Hold
24,335
0.43% 27
2021
Q4
$523K Buy
+24,335
New +$523K 0.42% 27