Baldwin Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,683
| Closed | -$34.3K | – | 799 |
|
|
2024
Q3 | $34.3K | Hold |
1,683
| – | – | ﹤0.01% | 612 |
|
|
2024
Q2 | $30.4K | Hold |
1,683
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $29.1K | Hold |
1,683
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $26.8K | Hold |
1,683
| – | – | ﹤0.01% | 466 |
|
|
2023
Q3 | $24.1K | Hold |
1,683
| – | – | ﹤0.01% | 492 |
|
|
2023
Q2 | $25.1K | Hold |
1,683
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $26K | Hold |
1,683
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $23.7K | Hold |
1,683
| – | – | ﹤0.01% | 514 |
|
|
2022
Q3 | $22K | Hold |
1,683
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $24K | Hold |
1,683
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $26K | Hold |
1,683
| – | – | ﹤0.01% | 448 |
|
|
2021
Q4 | $24K | Hold |
1,683
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $23K | Hold |
1,683
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $24K | Buy |
1,683
+350
| +26% | +$4.99K | ﹤0.01% | 452 |
|
|
2021
Q1 | $18K | Buy |
1,333
+678
| +104% | +$9.16K | ﹤0.01% | 468 |
|
|
2020
Q4 | $10K | Buy |
+655
| New | +$10K | ﹤0.01% | 456 |
|