Asset Dedication LLC’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$12K Sell
2024
Q4
$29K Hold
2024
Q3
$29.3K Hold
2024
Q2
$26K Hold
2024
Q1
$25K Hold
2023
Q4
$23K Hold
2023
Q3
$20K Hold
2023
Q2
$22K Hold
2023
Q1
$22K Hold
2022
Q4
$20K Sell
2022
Q3
$43K Buy