CTWM
Cherry Tree Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
17,289
-1,711
| -9% | -$20.9K | 0.05% | 152 |
|
|
2025
Q1 | $220K | Sell |
19,000
-10,000
| -34% | -$116K | 0.05% | 150 |
|
|
2024
Q4 | $280K | Sell |
29,000
-5,000
| -15% | -$48.3K | 0.07% | 136 |
|
|
2024
Q3 | $355K | Sell |
34,000
-2,000
| -6% | -$20.9K | 0.08% | 122 |
|
|
2024
Q2 | $357K | Sell |
36,000
-2,000
| -5% | -$19.9K | 0.09% | 115 |
|
|
2024
Q1 | $315K | Hold |
38,000
| – | – | 0.08% | 126 |
|
|
2023
Q4 | $307K | Sell |
38,000
-3,000
| -7% | -$24.2K | 0.08% | 123 |
|
|
2023
Q3 | $311K | Sell |
41,000
-2,500
| -6% | -$19K | 0.09% | 110 |
|
|
2023
Q2 | $339K | Buy |
+43,500
| New | +$339K | 0.1% | 108 |
|