Institute for Wealth Management’s Sprott Focus Trust FUND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $108K | Hold |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $91K | Sell |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $246K | Hold |
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|
2018
Q4 | $207K | Sell |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $278K | Hold |
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|
2018
Q1 | $274K | Buy |
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