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Institute for Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Institute for Wealth Management’s Portfolio PHYS Stock Details PHYS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-38,519
Closed -$412K – 360
2017
Q4 		$412K Buy
+38,519
New +$412K 0.1% 256