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Allen Mooney & Barnes Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-39,585
Closed -$728K 159
2024
Q1
$728K Sell
39,585
-20,105
-34% -$370K 0.14% 83
2023
Q4
$951K Sell
59,690
-63,000
-51% -$1M 0.18% 70
2023
Q3
$1.76M Buy
+122,690
New +$1.76M 0.37% 55