Heritage Wealth Management (Ohio)’s Sprott Physical Silver Trust PSLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Hold
36,920
0.15% 152
2025
Q1
$428K Sell
36,920
-5
-0% -$58 0.15% 152
2024
Q4
$356K Hold
36,925
0.12% 166
2024
Q3
$386K Hold
36,925
0.13% 157
2024
Q2
$393K Buy
+36,925
New +$393K 0.13% 156