CWS
Cypress Wealth Services’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
41,835
-997
| -2% | -$25.3K | 0.19% | 92 |
|
|
2025
Q1 | $1.03M | Sell |
42,832
-70
| -0.2% | -$1.68K | 0.21% | 86 |
|
|
2024
Q4 | $864K | Buy |
42,902
+1,818
| +4% | +$36.6K | 0.17% | 92 |
|
|
2024
Q3 | $837K | Hold |
41,084
| – | – | 0.17% | 98 |
|
|
2024
Q2 | $742K | Hold |
41,084
| – | – | 0.17% | 101 |
|
|
2024
Q1 | $711K | Hold |
41,084
| – | – | 0.17% | 106 |
|
|
2023
Q4 | $654K | Buy |
41,084
+60
| +0.1% | +$956 | 0.16% | 107 |
|
|
2023
Q3 | $587K | Buy |
41,024
+650
| +2% | +$9.31K | 0.16% | 116 |
|
|
2023
Q2 | $614K | Buy |
40,374
+750
| +2% | +$11.4K | 0.16% | 108 |
|
|
2023
Q1 | $613K | Buy |
39,624
+1,685
| +4% | +$26.1K | 0.18% | 98 |
|
|
2022
Q4 | $535K | Buy |
37,939
+250
| +0.7% | +$3.53K | 0.17% | 110 |
|
|
2022
Q3 | $494K | Buy |
37,689
+250
| +0.7% | +$3.28K | 0.17% | 115 |
|
|
2022
Q2 | $531K | Buy |
37,439
+166
| +0.4% | +$2.35K | 0.17% | 108 |
|
|
2022
Q1 | $573K | Hold |
37,273
| – | – | 0.16% | 107 |
|
|
2021
Q4 | $535K | Hold |
37,273
| – | – | 0.15% | 107 |
|
|
2021
Q3 | $514K | Sell |
37,273
-600
| -2% | -$8.27K | 0.15% | 105 |
|
|
2021
Q2 | $531K | Buy |
37,873
+12,600
| +50% | +$177K | 0.15% | 120 |
|
|
2021
Q1 | $339K | Buy |
25,273
+11,250
| +80% | +$151K | 0.07% | 204 |
|
|
2020
Q4 | $212K | Buy |
+14,023
| New | +$212K | 0.05% | 265 |
|