Carson Wealth (CWM LLC)’s Sprott Physical Gold and Silver Trust CEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $669K | Buy |
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|
2025
Q2 | $29K | Buy |
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|
2025
Q1 | $11K | Hold |
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|
2024
Q4 | $10K | Hold |
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|
2024
Q3 | $10K | Sell |
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|
2024
Q2 | $22K | Hold |
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|
2024
Q1 | $20K | Sell |
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|
2023
Q4 | $21K | Buy |
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|
2023
Q3 | $17K | Sell |
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|
2023
Q2 | $52K | Buy |
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|
2023
Q1 | $11K | Sell |
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|
2022
Q4 | $20K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $22K | Sell |
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|
2021
Q4 | $58K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $70K | Buy |
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|
2018
Q3 | $56K | Hold |
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|
2018
Q2 | $60K | Hold |
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|
2018
Q1 | $64K | Buy |
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|
2017
Q4 | $32K | Buy |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $30K | Hold |
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|
2017
Q1 | $31K | Hold |
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|
2016
Q4 | $27K | Hold |
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|
2016
Q3 | $33K | Hold |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $29K | Hold |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $25K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $32K | Buy |
|