Axxcess Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,581
| Closed | -$481K | – | 910 |
|
|
2023
Q3 | $481K | Buy |
+33,581
| New | +$481K | 0.02% | 483 |
|
|
2022
Q3 | – | Sell |
-16,175
| Closed | -$229K | – | 592 |
|
|
2022
Q2 | $229K | Buy |
16,175
+2,734
| +20% | +$38.7K | 0.02% | 461 |
|
|
2022
Q1 | $207K | Buy |
+13,441
| New | +$207K | 0.02% | 576 |
|