GWANC
Guardian Wealth Advisors (North Carolina)’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
96,030
+7,263
| +8% | +$184K | 0.17% | 83 |
|
|
2025
Q1 | $2.14M | Sell |
88,767
-1,656
| -2% | -$39.8K | 0.17% | 83 |
|
|
2024
Q4 | $1.82M | Sell |
90,423
-5,173
| -5% | -$104K | 0.14% | 91 |
|
|
2024
Q3 | $1.95M | Buy |
95,596
+1,131
| +1% | +$23.1K | 0.21% | 65 |
|
|
2024
Q2 | $1.71M | Sell |
94,465
-559
| -0.6% | -$10.1K | 0.2% | 69 |
|
|
2024
Q1 | $1.64M | Sell |
95,024
-275
| -0.3% | -$4.76K | 0.2% | 73 |
|
|
2023
Q4 | $1.52M | Buy |
95,299
+2,390
| +3% | +$38.1K | 0.23% | 63 |
|
|
2023
Q3 | $1.33M | Buy |
92,909
+1,277
| +1% | +$18.3K | 0.23% | 67 |
|
|
2023
Q2 | $1.37M | Buy |
91,632
+66,425
| +264% | +$991K | 0.23% | 57 |
|
|
2023
Q1 | $390K | Buy |
25,207
+797
| +3% | +$12.3K | 0.07% | 143 |
|
|
2022
Q4 | $344K | Sell |
24,410
-249
| -1% | -$3.51K | 0.07% | 140 |
|
|
2022
Q3 | $316K | Sell |
24,659
-71
| -0.3% | -$910 | 0.06% | 143 |
|
|
2022
Q2 | $351K | Buy |
+24,730
| New | +$351K | 0.06% | 131 |
|