LWA
Lowe 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 | $90.3K | Hold |
3,000
| – | – | 0.04% | 98 |
|
|
2025
Q1 | $85.2K | Hold |
3,000
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $71.3K | Hold |
3,000
| – | – | 0.03% | 106 |
|
|
2024
Q3 | $73.5K | Sell |
3,000
-1,000
| -25% | -$24.5K | 0.03% | 97 |
|
|
2024
Q2 | $88.2K | Hold |
4,000
| – | – | 0.04% | 83 |
|
|
2024
Q1 | $81.4K | Hold |
4,000
| – | – | 0.04% | 87 |
|
|
2023
Q4 | $76.6K | Hold |
4,000
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $69.3K | Buy |
4,000
+1,000
| +33% | +$17.3K | 0.04% | 90 |
|
|
2023
Q2 | $54.1K | Hold |
3,000
| – | – | 0.03% | 107 |
|
|
2023
Q1 | $56.7K | Hold |
3,000
| – | – | 0.03% | 96 |
|
|
2022
Q4 | $53.8K | Hold |
3,000
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $47K | Hold |
3,000
| – | – | 0.03% | 97 |
|
|
2022
Q2 | $50K | Hold |
3,000
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $58K | Hold |
3,000
| – | – | 0.03% | 92 |
|
|
2021
Q4 | $53K | Buy |
3,000
+1,000
| +50% | +$17.7K | 0.02% | 94 |
|
|
2021
Q3 | $34K | Buy |
+2,000
| New | +$34K | 0.02% | 112 |
|