Creative Planning’s Silvercorp Metals SVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
32,224
+1,149
+4% +$4.85K ﹤0.01% 3347
2025
Q1
$120K Sell
31,075
-10,466
-25% -$40.5K ﹤0.01% 3198
2024
Q4
$125K Sell
41,541
-5,693
-12% -$17.1K ﹤0.01% 3101
2024
Q3
$206K Buy
47,234
+4,659
+11% +$20.4K ﹤0.01% 2809
2024
Q2
$143K Buy
42,575
+958
+2% +$3.22K ﹤0.01% 2751
2024
Q1
$136K Buy
41,617
+12,748
+44% +$41.6K ﹤0.01% 2644
2023
Q4
$75.9K Buy
28,869
+8,555
+42% +$22.5K ﹤0.01% 2591
2023
Q3
$47.7K Sell
20,314
-27,818
-58% -$65.4K ﹤0.01% 2468
2023
Q2
$136K Buy
48,132
+20,980
+77% +$59.2K ﹤0.01% 2285
2023
Q1
$104K Buy
27,152
+9,378
+53% +$35.8K ﹤0.01% 2238
2022
Q4
$52.6K Buy
17,774
+6,669
+60% +$19.7K ﹤0.01% 2208
2022
Q3
$26K Buy
11,105
+338
+3% +$791 ﹤0.01% 2136
2022
Q2
$27K Sell
10,767
-1,522
-12% -$3.82K ﹤0.01% 2080
2022
Q1
$44K Buy
+12,289
New +$44K ﹤0.01% 2063
2021
Q2
Sell
-24,631
Closed -$121K 2304
2021
Q1
$121K Buy
24,631
+1,331
+6% +$6.54K ﹤0.01% 2162
2020
Q4
$156K Sell
23,300
-6,298
-21% -$42.2K ﹤0.01% 1915
2020
Q3
$214K Sell
29,598
-9,426
-24% -$68.2K ﹤0.01% 1615
2020
Q2
$210K Buy
39,024
+13,557
+53% +$73K ﹤0.01% 1478
2020
Q1
$83K Sell
25,467
-9,491
-27% -$30.9K ﹤0.01% 1543
2019
Q4
$198K Buy
34,958
+3,100
+10% +$17.6K ﹤0.01% 1632
2019
Q3
$124K Sell
31,858
-1,000
-3% -$3.89K ﹤0.01% 1680
2019
Q2
$81K Hold
32,858
﹤0.01% 1751
2019
Q1
$84K Sell
32,858
-4,500
-12% -$11.5K ﹤0.01% 1706
2018
Q4
$78K Buy
37,358
+2,300
+7% +$4.8K ﹤0.01% 1648
2018
Q3
$87K Buy
35,058
+3,750
+12% +$9.31K ﹤0.01% 1788
2018
Q2
$84K Buy
31,308
+1,450
+5% +$3.89K ﹤0.01% 1776
2018
Q1
$80K Sell
29,858
-2,842
-9% -$7.62K ﹤0.01% 1758
2017
Q4
$86K Hold
32,700
﹤0.01% 1736
2017
Q3
$88K Sell
32,700
-550
-2% -$1.48K ﹤0.01% 1716
2017
Q2
$107K Buy
+33,250
New +$107K ﹤0.01% 1929
2015
Q3
Sell
-35,100
Closed -$38K 4230
2015
Q2
$38K Buy
35,100
+3,100
+10% +$3.36K ﹤0.01% 1021
2015
Q1
$38K Buy
32,000
+2,399
+8% +$2.85K ﹤0.01% 2204
2014
Q4
$38K Sell
29,601
-4,950
-14% -$6.36K ﹤0.01% 2165
2014
Q3
$55K Hold
34,551
﹤0.01% 1846
2014
Q2
$73K Sell
34,551
-5,250
-13% -$11.1K ﹤0.01% 1615
2014
Q1
$78K Buy
39,801
+600
+2% +$1.18K ﹤0.01% 1536
2013
Q4
$90K Buy
39,201
+1,339
+4% +$3.07K ﹤0.01% 1255
2013
Q3
$124K Buy
37,862
+2,511
+7% +$8.22K ﹤0.01% 984
2013
Q2
$100K Buy
+35,351
New +$100K ﹤0.01% 989