Forza Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $294K | Hold |
11,613
| – | – | 0.12% | 160 |
|
2025
Q1 | $279K | Hold |
11,613
| – | – | 0.13% | 154 |
|
2024
Q4 | $234K | Hold |
11,613
| – | – | 0.11% | 166 |
|
2024
Q3 | $237K | Hold |
11,613
| – | – | 0.11% | 166 |
|
2024
Q2 | $210K | Hold |
11,613
| – | – | 0.11% | 161 |
|
2024
Q1 | $201K | Hold |
11,613
| – | – | 0.1% | 168 |
|
2023
Q4 | $185K | Hold |
11,613
| – | – | 0.1% | 164 |
|
2023
Q3 | $166K | Hold |
11,613
| – | – | 0.09% | 178 |
|
2023
Q2 | $173K | Hold |
11,613
| – | – | 0.09% | 181 |
|
2023
Q1 | $180K | Hold |
11,613
| – | – | 0.09% | 175 |
|
2022
Q4 | $164K | Buy |
+11,613
| New | +$164K | 0.11% | 141 |
|