WR Wealth Planners’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 | $255K | Buy |
26,422
+2,975
| +13% | +$28.7K | 0.08% | 141 |
|
|
2024
Q3 | $245K | Sell |
23,447
-2,000
| -8% | -$20.9K | 0.07% | 158 |
|
|
2024
Q2 | $253K | Sell |
25,447
-1,985
| -7% | -$19.7K | 0.08% | 145 |
|
|
2024
Q1 | $227K | Hold |
27,432
| – | – | 0.07% | 157 |
|
|
2023
Q4 | $222K | Sell |
27,432
-2,641
| -9% | -$21.3K | 0.08% | 167 |
|
|
2023
Q3 | $228K | Hold |
30,073
| – | – | 0.09% | 155 |
|
|
2023
Q2 | $234K | Buy |
30,073
+3,940
| +15% | +$30.7K | 0.09% | 153 |
|
|
2023
Q1 | $218K | Buy |
26,133
+14,048
| +116% | +$117K | 0.09% | 147 |
|
|
2022
Q4 | $99.6K | Buy |
12,085
+3,135
| +35% | +$25.8K | 0.06% | 138 |
|
|
2022
Q3 | $59.2K | Hold |
8,950
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $61.8K | Hold |
8,950
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $78.5K | Buy |
+8,950
| New | +$78.5K | 0.05% | 144 |
|