Carson Wealth (CWM LLC)’s Sprott Physical Silver Trust PSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
1,614
+875
| +118% | +$10.8K | ﹤0.01% | 3919 |
|
|
2025
Q1 | $9K | Sell |
739
-2,723
| -79% | -$33.2K | ﹤0.01% | 4169 |
|
|
2024
Q4 | $33K | Buy |
3,462
+1,852
| +115% | +$17.7K | ﹤0.01% | 3104 |
|
|
2024
Q3 | $17K | Sell |
1,610
-450
| -22% | -$4.75K | ﹤0.01% | 3470 |
|
|
2024
Q2 | $20K | Sell |
2,060
-13,284
| -87% | -$129K | ﹤0.01% | 3115 |
|
|
2024
Q1 | $127K | Sell |
15,344
-901
| -6% | -$7.46K | ﹤0.01% | 1743 |
|
|
2023
Q4 | $131K | Buy |
16,245
+60
| +0.4% | +$484 | ﹤0.01% | 1605 |
|
|
2023
Q3 | $123K | Buy |
16,185
+1,451
| +10% | +$11K | ﹤0.01% | 1523 |
|
|
2023
Q2 | $115K | Sell |
14,734
-125
| -0.8% | -$976 | ﹤0.01% | 1502 |
|
|
2023
Q1 | $124K | Buy |
14,859
+1,000
| +7% | +$8.35K | ﹤0.01% | 1381 |
|
|
2022
Q4 | $114K | Sell |
13,859
-41,695
| -75% | -$343K | ﹤0.01% | 1323 |
|
|
2022
Q3 | $368K | Sell |
55,554
-6,575
| -11% | -$43.6K | ﹤0.01% | 841 |
|
|
2022
Q2 | $429K | Buy |
62,129
+2,450
| +4% | +$16.9K | ﹤0.01% | 778 |
|
|
2022
Q1 | $523K | Hold |
59,679
| – | – | ﹤0.01% | 718 |
|
|
2021
Q4 | $479K | Buy |
+59,679
| New | +$479K | ﹤0.01% | 738 |
|
|
2021
Q2 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2021
Q1 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q4 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q3 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q2 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q1 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q4 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q3 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q2 | $50K | Hold |
5,350
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q1 | $50K | Buy |
5,350
+5,150
| +2,575% | +$48.1K | ﹤0.01% | 1400 |
|
|
2018
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 1961 |
|
|
2018
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 1722 |
|
|
2018
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 1571 |
|
|
2016
Q4 | – | Sell |
-18
| Closed | – | – | 1162 |
|
|
2016
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1045 |
|
|
2016
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 847 |
|
|
2016
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 799 |
|
|
2015
Q4 | – | Sell |
-18
| Closed | – | – | 740 |
|
|
2015
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 652 |
|
|
2014
Q1 | – | Sell |
-18
| Closed | – | – | 373 |
|
|
2013
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 596 |
|