Sweet Financial Partners’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$224K Hold
7,889
0.05% 182
2024
Q2
$210K Buy
+7,889
New +$210K 0.05% 183
2022
Q2
Sell
-8,874
Closed -$203K 182
2022
Q1
$203K Buy
+8,874
New +$203K 0.05% 166