BSW Wealth Partners’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-114
| Closed | -$14.8K | – | 77 |
|
|
2016
Q3 | $14.8K | Sell |
114
-12,711
| -99% | -$1.65M | 0.51% | 25 |
|
|
2016
Q2 | $90K | Hold |
12,825
| – | – | 0.05% | 67 |
|
|
2016
Q1 | $83K | Hold |
12,825
| – | – | 0.05% | 62 |
|
|
2015
Q4 | $79K | Hold |
12,825
| – | – | 0.04% | 62 |
|
|
2015
Q3 | $87K | Buy |
12,825
+1,500
| +13% | +$10.2K | 0.05% | 59 |
|
|
2015
Q2 | $85K | Hold |
11,325
| – | – | 0.05% | 58 |
|
|
2015
Q1 | $91K | Hold |
11,325
| – | – | 0.06% | 51 |
|
|
2014
Q4 | $98K | Buy |
+11,325
| New | +$98K | 0.08% | 53 |
|