IWA
Inspirion Wealth Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
57,239
-365
| -0.6% | -$11K | 0.23% | 41 |
|
|
2025
Q1 | $1.64M | Buy |
57,604
+2,515
| +5% | +$71.5K | 0.23% | 43 |
|
|
2024
Q4 | $1.35M | Sell |
55,089
-844
| -2% | -$20.8K | 0.19% | 52 |
|
|
2024
Q3 | $1.37M | Buy |
55,933
+306
| +0.6% | +$7.49K | 0.19% | 52 |
|
|
2024
Q2 | $1.23M | Sell |
55,627
-17
| -0% | -$375 | 0.19% | 52 |
|
|
2024
Q1 | $1.13M | Buy |
55,644
+302
| +0.5% | +$6.14K | 0.19% | 53 |
|
|
2023
Q4 | $1.05M | Sell |
55,342
-372
| -0.7% | -$7.08K | 0.19% | 52 |
|
|
2023
Q3 | $965K | Sell |
55,714
-3,052
| -5% | -$52.9K | 0.19% | 53 |
|
|
2023
Q2 | $1.06M | Sell |
58,766
-152
| -0.3% | -$2.74K | 0.2% | 52 |
|
|
2023
Q1 | $1.11M | Buy |
58,918
+81
| +0.1% | +$1.53K | 0.22% | 47 |
|
|
2022
Q4 | $1.05M | Sell |
58,837
-1,593
| -3% | -$28.6K | 0.22% | 43 |
|
|
2022
Q3 | $941K | Sell |
60,430
-113
| -0.2% | -$1.76K | 0.21% | 44 |
|
|
2022
Q2 | $1.02M | Buy |
60,543
+2,972
| +5% | +$50K | 0.22% | 48 |
|
|
2022
Q1 | $1.12M | Buy |
57,571
+15,084
| +36% | +$292K | 0.23% | 43 |
|
|
2021
Q4 | $754K | Sell |
42,487
-17,001
| -29% | -$302K | 0.16% | 55 |
|
|
2021
Q3 | $1.02M | Sell |
59,488
-70
| -0.1% | -$1.2K | 0.23% | 40 |
|
|
2021
Q2 | $1.11M | Buy |
59,558
+18,691
| +46% | +$349K | 0.27% | 35 |
|
|
2021
Q1 | $710K | Buy |
40,867
+22,870
| +127% | +$397K | 0.19% | 48 |
|
|
2020
Q4 | $348K | Buy |
+17,997
| New | +$348K | 0.1% | 61 |
|