CWS
Cypress Wealth Services’s Sprott Physical Silver Trust PSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
85,816
+116
| +0.1% | +$1.42K | 0.19% | 94 |
|
|
2025
Q1 | $994K | Buy |
85,700
+11,570
| +16% | +$134K | 0.2% | 88 |
|
|
2024
Q4 | $715K | Buy |
74,130
+12,950
| +21% | +$125K | 0.14% | 114 |
|
|
2024
Q3 | $639K | Hold |
61,180
| – | – | 0.13% | 119 |
|
|
2024
Q2 | $608K | Buy |
61,180
+5,000
| +9% | +$49.7K | 0.14% | 117 |
|
|
2024
Q1 | $466K | Buy |
56,180
+500
| +0.9% | +$4.15K | 0.11% | 148 |
|
|
2023
Q4 | $450K | Hold |
55,680
| – | – | 0.11% | 151 |
|
|
2023
Q3 | $422K | Sell |
55,680
-50
| -0.1% | -$379 | 0.12% | 151 |
|
|
2023
Q2 | $473K | Hold |
55,730
| – | – | 0.12% | 144 |
|
|
2023
Q1 | $465K | Hold |
55,730
| – | – | 0.14% | 133 |
|
|
2022
Q4 | $459K | Sell |
55,730
-400
| -0.7% | -$3.3K | 0.15% | 129 |
|
|
2022
Q3 | $390K | Sell |
56,130
-9,000
| -14% | -$62.5K | 0.13% | 137 |
|
|
2022
Q2 | $449K | Buy |
65,130
+9,200
| +16% | +$63.4K | 0.14% | 124 |
|
|
2022
Q1 | $491K | Hold |
55,930
| – | – | 0.13% | 123 |
|
|
2021
Q4 | $449K | Hold |
55,930
| – | – | 0.12% | 129 |
|
|
2021
Q3 | $430K | Buy |
55,930
+200
| +0.4% | +$1.54K | 0.13% | 133 |
|
|
2021
Q2 | $517K | Buy |
55,730
+867
| +2% | +$8.04K | 0.14% | 124 |
|
|
2021
Q1 | $482K | Buy |
+54,863
| New | +$482K | 0.1% | 154 |
|