Carson Wealth (CWM LLC)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Hold |
59,001
| – | – | 0.01% | 943 |
|
|
2025
Q1 | $1.92M | Sell |
59,001
-1,077
| -2% | -$35K | 0.01% | 845 |
|
|
2024
Q4 | $1.66M | Hold |
60,078
| – | – | 0.01% | 855 |
|
|
2024
Q3 | $1.79M | Buy |
60,078
+59,678
| +14,920% | +$1.78M | 0.01% | 753 |
|
|
2024
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 3497 |
|
|
2024
Q1 | $10K | Buy |
400
+100
| +33% | +$2.5K | ﹤0.01% | 3351 |
|
|
2023
Q4 | $7K | Sell |
300
-500
| -63% | -$11.7K | ﹤0.01% | 3369 |
|
|
2023
Q3 | $17K | Sell |
800
-400
| -33% | -$8.5K | ﹤0.01% | 2801 |
|
|
2023
Q2 | $26K | Buy |
1,200
+492
| +69% | +$10.7K | ﹤0.01% | 2459 |
|
|
2023
Q1 | $16K | Buy |
708
+100
| +16% | +$2.26K | ﹤0.01% | 2664 |
|
|
2022
Q4 | $14K | Sell |
608
-200
| -25% | -$4.61K | ﹤0.01% | 2617 |
|
|
2022
Q3 | $15K | Buy |
808
+700
| +648% | +$13K | ﹤0.01% | 2430 |
|
|
2022
Q2 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 3394 |
|
|
2017
Q3 | – | Sell |
-227
| Closed | -$4K | – | 1555 |
|
|
2017
Q2 | $4K | Sell |
227
-702
| -76% | -$12.4K | ﹤0.01% | 924 |
|
|
2017
Q1 | $17K | Sell |
929
-29,542
| -97% | -$541K | ﹤0.01% | 629 |
|
|
2016
Q4 | $475K | Sell |
30,471
-13,966
| -31% | -$218K | 0.03% | 216 |
|
|
2016
Q3 | $834K | Buy |
+44,437
| New | +$834K | 0.06% | 176 |
|