CWM
ClientFirst Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
10,000
| – | – | 0.26% | 43 |
|
|
2025
Q1 | $241K | Hold |
10,000
| – | – | 0.27% | 41 |
|
|
2024
Q4 | $201K | Buy |
+10,000
| New | +$201K | 0.2% | 47 |
|
|
2023
Q3 | – | Sell |
-12,500
| Closed | -$190K | – | 33 |
|
|
2023
Q2 | $190K | Buy |
+12,500
| New | +$190K | 0.23% | 32 |
|