Concord Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Hold |
1,600
| – | – | 0.01% | 373 |
|
|
2025
Q1 | $38.5K | Hold |
1,600
| – | – | 0.01% | 356 |
|
|
2024
Q4 | $32.2K | Hold |
1,600
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $32.6K | Hold |
1,600
| – | – | 0.01% | 396 |
|
|
2024
Q2 | $28.9K | Hold |
1,600
| – | – | 0.01% | 375 |
|
|
2024
Q1 | $27.7K | Hold |
1,600
| – | – | 0.01% | 448 |
|
|
2023
Q4 | $25.5K | Hold |
1,600
| – | – | 0.01% | 447 |
|
|
2023
Q3 | $22.9K | Hold |
1,600
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $23.9K | Hold |
1,600
| – | – | 0.01% | 478 |
|
|
2023
Q1 | $24.7K | Hold |
1,600
| – | – | 0.01% | 457 |
|
|
2022
Q4 | $22.6K | Buy |
+1,600
| New | +$22.6K | 0.01% | 507 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$23K | – | 855 |
|
|
2022
Q2 | $23K | Hold |
1,600
| – | – | 0.01% | 518 |
|
|
2022
Q1 | $25K | Hold |
1,600
| – | – | 0.01% | 590 |
|
|
2021
Q4 | $23K | Buy |
+1,600
| New | +$23K | 0.01% | 615 |
|