EWM
Evermay Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
4,347
+441
| +11% | +$11.2K | 0.01% | 256 |
|
|
2025
Q1 | $94K | Hold |
3,906
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $78.7K | Hold |
3,906
| – | – | 0.01% | 280 |
|
|
2024
Q3 | $79.6K | Hold |
3,906
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $70.5K | Hold |
3,906
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $67.6K | Buy |
3,906
+3,321
| +568% | +$57.5K | 0.01% | 324 |
|
|
2023
Q4 | $9.32K | Hold |
585
| – | – | ﹤0.01% | 457 |
|
|
2023
Q3 | $8.38K | Hold |
585
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $8.73K | Hold |
585
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $9.05K | Hold |
585
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $8.25K | Hold |
585
| – | – | ﹤0.01% | 433 |
|
|
2022
Q3 | $7K | Hold |
585
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $8K | Hold |
585
| – | – | ﹤0.01% | 418 |
|
|
2022
Q1 | $9K | Hold |
585
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $8K | Hold |
585
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $8K | Hold |
585
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $8K | Buy |
+585
| New | +$8K | ﹤0.01% | 420 |
|