CWM
Campbell Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,700
| Closed | -$168K | – | 73 |
|
|
2023
Q3 | $168K | Hold |
11,700
| – | – | 0.02% | 74 |
|
|
2023
Q2 | $175K | Hold |
11,700
| – | – | 0.02% | 75 |
|
|
2023
Q1 | $181K | Hold |
11,700
| – | – | 0.02% | 72 |
|
|
2022
Q4 | $165K | Buy |
+11,700
| New | +$165K | 0.02% | 74 |
|