Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $62.7K | Hold |
6,500
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $67.9K | Hold |
6,500
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $64.5K | Hold |
6,500
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $53.9K | Hold |
6,500
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $52.5K | Hold |
6,500
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $49.3K | Hold |
6,500
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $50.6K | Hold |
6,500
| – | – | 0.01% | 288 |
|
|
2023
Q1 | $54.2K | Hold |
6,500
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $53.6K | Hold |
6,500
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $44K | Hold |
6,500
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $45K | Hold |
6,500
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $57K | Hold |
6,500
| – | – | 0.01% | 263 |
|
|
2021
Q4 | $52K | Buy |
6,500
+1,500
| +30% | +$12K | 0.01% | 287 |
|
|
2021
Q3 | $38K | Hold |
5,000
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $46K | Buy |
+5,000
| New | +$46K | 0.01% | 280 |
|
|
2021
Q1 | – | Sell |
-5,000
| Closed | -$47K | – | 771 |
|
|
2020
Q4 | $47K | Hold |
5,000
| – | – | 0.02% | 258 |
|
|
2020
Q3 | $41K | Hold |
5,000
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $33K | Hold |
5,000
| – | – | 0.01% | 286 |
|
|
2020
Q1 | $26K | Hold |
5,000
| – | – | 0.01% | 294 |
|
|
2019
Q4 | $33K | Buy |
+5,000
| New | +$33K | 0.01% | 299 |
|