Congress Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,425	Closed	-$453K	–	623
2023 Q4	$453K	Buy	+28,425	New	+$453K	0.01%	478