WR Wealth Planners’s Sprott Physical Gold and Silver Trust CEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $188K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $194K | Hold |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | $9.11K | Hold |
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|
2022
Q3 | $7.91K | Hold |
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|
2022
Q2 | $8.54K | Hold |
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|
2022
Q1 | $9.85K | Buy |
|