BWA
Beam Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
29,353
+7,190
| +32% | +$182K | 0.22% | 81 |
|
|
2025
Q1 | $533K | Buy |
22,163
+1,135
| +5% | +$27.3K | 0.18% | 89 |
|
|
2024
Q4 | $424K | Buy |
21,028
+1,582
| +8% | +$31.9K | 0.13% | 93 |
|
|
2024
Q3 | $396K | Buy |
+19,446
| New | +$396K | 0.12% | 96 |
|