Forum Financial Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,340
| Closed | -$214K | – | 664 |
|
|
2023
Q1 | $214K | Hold |
11,340
| – | – | 0.01% | 533 |
|
|
2022
Q4 | $203K | Hold |
11,340
| – | – | 0.01% | 542 |
|
|
2022
Q3 | $177K | Hold |
11,340
| – | – | 0.01% | 501 |
|
|
2022
Q2 | $191K | Hold |
11,340
| – | – | 0.01% | 531 |
|
|
2022
Q1 | $219K | Hold |
11,340
| – | – | 0.01% | 528 |
|
|
2021
Q4 | $201K | Buy |
+11,340
| New | +$201K | 0.01% | 620 |
|