EP Wealth Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
20,325
+450
| +2% | +$5.51K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $231K | Hold |
19,875
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q4 | $192K | Sell |
19,875
-566
| -3% | -$5.46K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $214K | Buy |
+20,441
| New | +$214K | ﹤0.01% | 1015 |
|
|
2023
Q4 | – | Sell |
-15,329
| Closed | -$116K | – | 830 |
|
|
2023
Q3 | $116K | Buy |
15,329
+1,520
| +11% | +$11.5K | ﹤0.01% | 725 |
|
|
2023
Q2 | $119K | Buy |
+13,809
| New | +$119K | ﹤0.01% | 667 |
|
|
2013
Q4 | – | Sell |
-13,860
| Closed | -$121K | – | 129 |
|
|
2013
Q3 | $121K | Buy |
+13,860
| New | +$121K | 0.04% | 103 |
|