BSW Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $691K | Hold |
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|
2025
Q2 | $591K | Hold |
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|
2025
Q1 | $561K | Hold |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $409K | Hold |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $360K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $259K | Hold |
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|
2017
Q3 | $256K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $136K | Hold |
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|
2015
Q1 | $138K | Hold |
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|
2014
Q4 | $138K | Buy |
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