Baystate Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-664
Closed -$10.3K 1086
2023
Q1
$10.3K Hold
664
﹤0.01% 564
2022
Q4
$9K Hold
664
﹤0.01% 594
2022
Q3
$8K Hold
664
﹤0.01% 584
2022
Q2
$9K Hold
664
﹤0.01% 589
2022
Q1
$10K Buy
+664
New +$10K ﹤0.01% 585
2021
Q1
Sell
-2,380
Closed -$36K 803
2020
Q4
$36K Buy
+2,380
New +$36K ﹤0.01% 287