BPWA
Beacon Pointe Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $6.43M | Sell |
527,847
-17,454
| -3% | -$212K | 1.18% | 21 |
|
|
2019
Q3 | $6.45M | Buy |
545,301
+85,165
| +19% | +$1.01M | 1.36% | 17 |
|
|
2019
Q2 | $5.21M | Buy |
460,136
+16,061
| +4% | +$182K | 1.1% | 20 |
|
|
2019
Q1 | $4.64M | Buy |
444,075
+79,573
| +22% | +$832K | 1.06% | 21 |
|
|
2018
Q4 | $3.75M | Buy |
+364,502
| New | +$3.75M | 1.35% | 13 |
|