EverSource Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
25,730
+16,003
| +165% | +$406K | 0.03% | 375 |
|
|
2025
Q1 | $234K | Sell |
9,727
-1,700
| -15% | -$40.9K | 0.01% | 596 |
|
|
2024
Q4 | $230K | Hold |
11,427
| – | – | 0.01% | 607 |
|
|
2024
Q3 | $233K | Hold |
11,427
| – | – | 0.01% | 513 |
|
|
2024
Q2 | $217K | Hold |
11,427
| – | – | 0.01% | 536 |
|
|
2024
Q1 | $202K | Hold |
11,427
| – | – | 0.02% | 485 |
|
|
2023
Q4 | $182K | Hold |
11,427
| – | – | 0.02% | 458 |
|
|
2023
Q3 | $164K | Hold |
11,427
| – | – | 0.02% | 443 |
|
|
2023
Q2 | $170K | Buy |
11,427
+1,286
| +13% | +$19.2K | 0.02% | 442 |
|
|
2023
Q1 | $157K | Buy |
10,141
+3,714
| +58% | +$57.4K | 0.02% | 420 |
|
|
2022
Q4 | $90.6K | Buy |
+6,427
| New | +$90.6K | 0.01% | 541 |
|