Concord Wealth Partners’s Sprott Physical Silver Trust PSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Hold |
2,500
| – | – | ﹤0.01% | 403 |
|
|
2025
Q1 | $29K | Hold |
2,500
| – | – | ﹤0.01% | 390 |
|
|
2024
Q4 | $24.1K | Hold |
2,500
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $26.1K | Hold |
2,500
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $24.8K | Hold |
2,500
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $20.7K | Hold |
2,500
| – | – | ﹤0.01% | 482 |
|
|
2023
Q4 | $20.2K | Hold |
2,500
| – | – | ﹤0.01% | 478 |
|
|
2023
Q3 | $19K | Sell |
2,500
-1,610
| -39% | -$12.2K | ﹤0.01% | 519 |
|
|
2023
Q2 | $32K | Hold |
4,110
| – | – | 0.01% | 424 |
|
|
2023
Q1 | $34.3K | Hold |
4,110
| – | – | 0.01% | 403 |
|
|
2022
Q4 | $33.9K | Buy |
+4,110
| New | +$33.9K | 0.01% | 443 |
|
|
2022
Q3 | – | Sell |
-4,110
| Closed | -$28K | – | 877 |
|
|
2022
Q2 | $28K | Hold |
4,110
| – | – | 0.01% | 468 |
|
|
2022
Q1 | $36K | Hold |
4,110
| – | – | 0.01% | 490 |
|
|
2021
Q4 | $33K | Buy |
4,110
+2,500
| +155% | +$20.1K | 0.01% | 533 |
|
|
2021
Q3 | $12K | Buy |
1,610
+1,150
| +250% | +$8.57K | ﹤0.01% | 449 |
|
|
2021
Q2 | $4K | Hold |
460
| – | – | ﹤0.01% | 778 |
|
|
2021
Q1 | $4K | Buy |
+460
| New | +$4K | ﹤0.01% | 727 |
|