Creative Planning’s Silvercorp Metals SVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $361K | Sell |
33,614
-3,501
| -9% | -$38.5K | ﹤0.01% | 3280 |
|
|
2025
Q4 | $310K | Sell |
37,115
-938
| -2% | -$6.81K | ﹤0.01% | 3216 |
|
|
2025
Q3 | $240K | Buy |
38,053
+5,829
| +18% | +$28.5K | ﹤0.01% | 3319 |
|
|
2025
Q2 | $136K | Buy |
32,224
+1,149
| +4% | +$4.45K | ﹤0.01% | 3362 |
|
|
2025
Q1 | $120K | Sell |
31,075
-10,466
| -25% | -$36.8K | ﹤0.01% | 3212 |
|
|
2024
Q4 | $125K | Sell |
41,541
-5,693
| -12% | -$22.5K | ﹤0.01% | 3111 |
|
|
2024
Q3 | $206K | Buy |
47,234
+4,659
| +11% | +$17.3K | ﹤0.01% | 2809 |
|
|
2024
Q2 | $143K | Buy |
42,575
+958
| +2% | +$3.47K | ﹤0.01% | 2765 |
|
|
2024
Q1 | $136K | Buy |
41,617
+12,748
| +44% | +$32.5K | ﹤0.01% | 2655 |
|
|
2023
Q4 | $75.9K | Buy |
28,869
+8,555
| +42% | +$21K | ﹤0.01% | 2605 |
|
|
2023
Q3 | $47.7K | Sell |
20,314
-27,818
| -58% | -$75.5K | ﹤0.01% | 2484 |
|
|
2023
Q2 | $136K | Buy |
48,132
+20,980
| +77% | +$71.3K | ﹤0.01% | 2296 |
|
|
2023
Q1 | $104K | Buy |
27,152
+9,378
| +53% | +$30.9K | ﹤0.01% | 2252 |
|
|
2022
Q4 | $52.6K | Buy |
17,774
+6,669
| +60% | +$18.1K | ﹤0.01% | 2220 |
|
|
2022
Q3 | $26K | Buy |
11,105
+338
| +3% | +$813 | ﹤0.01% | 2170 |
|
|
2022
Q2 | $27K | Sell |
10,767
-1,522
| -12% | -$4.6K | ﹤0.01% | 2107 |
|
|
2022
Q1 | $44K | Buy |
+12,289
| New | +$44.8K | ﹤0.01% | 2075 |
|
|
2021
Q2 | – | Sell |
-24,631
| Closed | -$121K | – | 2538 |
|
|
2021
Q1 | $121K | Buy |
24,631
+1,331
| +6% | +$7.8K | ﹤0.01% | 2215 |
|
|
2020
Q4 | $156K | Sell |
23,300
-6,298
| -21% | -$43.3K | ﹤0.01% | 1959 |
|
|
2020
Q3 | $214K | Sell |
29,598
-9,426
| -24% | -$69.6K | ﹤0.01% | 1640 |
|
|
2020
Q2 | $210K | Buy |
39,024
+13,557
| +53% | +$57K | ﹤0.01% | 1497 |
|
|
2020
Q1 | $83K | Sell |
25,467
-9,491
| -27% | -$40.3K | ﹤0.01% | 1564 |
|
|
2019
Q4 | $198K | Buy |
34,958
+3,100
| +10% | +$14.4K | ﹤0.01% | 1643 |
|
|
2019
Q3 | $124K | Sell |
31,858
-1,000
| -3% | -$3.58K | ﹤0.01% | 1690 |
|
|
2019
Q2 | $81K | Hold |
32,858
| – | – | ﹤0.01% | 1766 |
|
|
2019
Q1 | $84K | Sell |
32,858
-4,500
| -12% | -$10.8K | ﹤0.01% | 1725 |
|
|
2018
Q4 | $78K | Buy |
37,358
+2,300
| +7% | +$4.93K | ﹤0.01% | 1663 |
|
|
2018
Q3 | $87K | Buy |
35,058
+3,750
| +12% | +$9.95K | ﹤0.01% | 1813 |
|
|
2018
Q2 | $84K | Buy |
31,308
+1,450
| +5% | +$4.06K | ﹤0.01% | 1798 |
|
|
2018
Q1 | $80K | Sell |
29,858
-2,842
| -9% | -$7.52K | ﹤0.01% | 1777 |
|
|
2017
Q4 | $86K | Hold |
32,700
| – | – | ﹤0.01% | 1746 |
|
|
2017
Q3 | $88K | Sell |
32,700
-550
| -2% | -$1.59K | ﹤0.01% | 1730 |
|
|
2017
Q2 | $107K | Buy |
+33,250
| New | +$101K | ﹤0.01% | 1942 |
|
|
2015
Q3 | – | Sell |
-35,100
| Closed | -$38K | – | 4356 |
|
|
2015
Q2 | $38K | Buy |
35,100
+3,100
| +10% | +$3.73K | ﹤0.01% | 1045 |
|
|
2015
Q1 | $38K | Buy |
32,000
+2,399
| +8% | +$3.19K | ﹤0.01% | 2221 |
|
|
2014
Q4 | $38K | Sell |
29,601
-4,950
| -14% | -$6.9K | ﹤0.01% | 2184 |
|
|
2014
Q3 | $55K | Hold |
34,551
| – | – | ﹤0.01% | 1860 |
|
|
2014
Q2 | $73K | Sell |
34,551
-5,250
| -13% | -$10.1K | ﹤0.01% | 1633 |
|
|
2014
Q1 | $78K | Buy |
39,801
+600
| +2% | +$1.5K | ﹤0.01% | 1541 |
|
|
2013
Q4 | $90K | Buy |
39,201
+1,339
| +4% | +$3.71K | ﹤0.01% | 1255 |
|
|
2013
Q3 | $124K | Buy |
37,862
+2,511
| +7% | +$8.18K | ﹤0.01% | 984 |
|
|
2013
Q2 | $100K | Buy |
+35,351
| New | +$102K | ﹤0.01% | 989 |
|
Other funds holding SVM
HI
TI
VCM
AA
