MA
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Montag & Associates’s iShares Silver Trust SLV Stock Holding History

Montag & Associates’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,500
Closed -$61K – 894
2021
Q2 		$61K Hold
2,500
– – ﹤0.01% 527
2021
Q1 		$57K Hold
2,500
– – ﹤0.01% 544
2020
Q4 		$61K Buy
+2,500
New +$61K ﹤0.01% 515