Guardian Wealth Advisors (North Carolina)’s Sprott Physical Silver Trust PSLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.78M Sell
114,126
-21,135
-16% -$577K 0.18% 86
2025
Q4
$3.2M Sell
135,261
-45,760
-25% -$838K 0.2% 74
2025
Q3
$2.84M Buy
181,021
+518
+0.3% +$6.93K 0.19% 78
2025
Q2
$2.21M Buy
180,503
+25,449
+16% +$288K 0.16% 91
2025
Q1
$1.8M Buy
155,054
+1,571
+1% +$17K 0.14% 90
2024
Q4
$1.48M Buy
153,483
+1,343
+0.9% +$14.2K 0.12% 106
2024
Q3
$1.59M Buy
152,140
+4,178
+3% +$41.9K 0.17% 78
2024
Q2
$1.47M Sell
147,962
-10,650
-7% -$103K 0.17% 75
2024
Q1
$1.31M Sell
158,612
-6,424
-4% -$50.3K 0.16% 83
2023
Q4
$1.33M Sell
165,036
-75,714
-31% -$598K 0.2% 71
2023
Q3
$1.82M Buy
240,750
+5,434
+2% +$43.8K 0.31% 48
2023
Q2
$1.83M Buy
235,316
+14,525
+7% +$121K 0.31% 38
2023
Q1
$1.84M Buy
220,791
+662
+0.3% +$5.11K 0.32% 36
2022
Q4
$1.81M Sell
220,129
-2,541
-1% -$18.6K 0.35% 32
2022
Q3
$1.47M Sell
222,670
-515
-0.2% -$3.42K 0.27% 43
2022
Q2
$1.54M Buy
223,185
+28,486
+15% +$223K 0.28% 43
2022
Q1
$1.71M Sell
194,699
-14,259
-7% -$119K 0.74% 23
2021
Q4
$1.68M Buy
+208,958
New +$1.7M 0.72% 30

Other funds holding PSLV