EPW
Evergreen Private Wealth’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Hold |
7,301
| – | – | 0.08% | 71 |
|
|
2025
Q1 | $176K | Hold |
7,301
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $147K | Sell |
7,301
-4
| -0.1% | -$81 | 0.07% | 87 |
|
|
2024
Q3 | $149K | Sell |
7,305
-509
| -7% | -$10.4K | 0.07% | 83 |
|
|
2024
Q2 | $141K | Buy |
+7,814
| New | +$141K | 0.07% | 85 |
|