Morton Capital Management’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
+11,306
New +$371K 0.07% 82
2025
Q1
Sell
-8,944
Closed -$235K 114
2024
Q4
$235K Buy
+8,944
New +$235K 0.04% 99