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Convergent Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Convergent Wealth Advisors’s Portfolio PHYS Stock Details PHYS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,100
Closed -$160K – 30
2013
Q4 		$160K Hold
16,100
– – 0.03% 35
2013
Q3 		$178K Buy
+16,100
New +$178K 0.03% 33