CWP
Cyndeo Wealth Partners’s Sprott Physical Silver Trust PSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
1,051,303
+20,106
| +2% | +$246K | 0.76% | 35 |
|
|
2025
Q1 | $12M | Buy |
1,031,197
+18,598
| +2% | +$216K | 0.79% | 31 |
|
|
2024
Q4 | $9.77M | Buy |
1,012,599
+27,414
| +3% | +$265K | 0.66% | 38 |
|
|
2024
Q3 | $10.3M | Sell |
985,185
-65,634
| -6% | -$686K | 0.72% | 31 |
|
|
2024
Q2 | $10.4M | Buy |
1,050,819
+62,510
| +6% | +$621K | 0.82% | 28 |
|
|
2024
Q1 | $8.19M | Buy |
988,309
+34,577
| +4% | +$287K | 0.68% | 33 |
|
|
2023
Q4 | $7.71M | Buy |
953,732
+23,651
| +3% | +$191K | 0.71% | 31 |
|
|
2023
Q3 | $7.05M | Buy |
930,081
+20,134
| +2% | +$153K | 0.73% | 35 |
|
|
2023
Q2 | $7.09M | Buy |
909,947
+60,415
| +7% | +$471K | 0.74% | 37 |
|
|
2023
Q1 | $7.09M | Buy |
849,532
+96,099
| +13% | +$801K | 0.76% | 31 |
|
|
2022
Q4 | $6.21M | Buy |
+753,433
| New | +$6.21M | 0.73% | 38 |
|