WMWM
Whitaker-Myers Wealth Managers’s Sprott Physical Silver Trust PSLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-450,074
| Closed | -$5.22M | – | 119 |
|
2025
Q1 | $5.22M | Buy |
450,074
+206,661
| +85% | +$2.4M | 1.46% | 17 |
|
2024
Q4 | $2.35M | Buy |
243,413
+99,015
| +69% | +$955K | 0.68% | 22 |
|
2024
Q3 | $1.51M | Buy |
144,398
+52,635
| +57% | +$550K | 0.5% | 27 |
|
2024
Q2 | $911K | Buy |
+91,763
| New | +$911K | 0.34% | 44 |
|