Carson Wealth (CWM LLC)’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$10K | – | 5146 |
|
|
2024
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3800 |
|
|
2024
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3562 |
|
|
2024
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3354 |
|
|
2023
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3201 |
|
|
2023
Q3 | $11K | Sell |
1,000
-700
| -41% | -$7.7K | ﹤0.01% | 3095 |
|
|
2023
Q2 | $19K | Buy |
+1,700
| New | +$19K | ﹤0.01% | 2689 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$2K | – | 3217 |
|
|
2018
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1790 |
|
|
2018
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1558 |
|
|
2018
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 1417 |
|