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 |
|