AA
Apriem Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
12,113
| – | – | 0.03% | 145 |
|
|
2025
Q1 | $291K | Hold |
12,113
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $244K | Hold |
12,113
| – | – | 0.03% | 165 |
|
|
2024
Q3 | $247K | Buy |
+12,113
| New | +$247K | 0.03% | 154 |
|
|
2017
Q1 | – | Sell |
-2,080
| Closed | -$20K | – | 715 |
|
|
2016
Q4 | $20K | Hold |
2,080
| – | – | 0.01% | 352 |
|
|
2016
Q3 | $23K | Hold |
2,080
| – | – | 0.01% | 316 |
|
|
2016
Q2 | $23K | Hold |
2,080
| – | – | 0.01% | 324 |
|
|
2016
Q1 | $21K | Hold |
2,080
| – | – | 0.01% | 302 |
|
|
2015
Q4 | $18K | Buy |
+2,080
| New | +$18K | 0.01% | 316 |
|