JAWM
J. Arnold Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $657K | Sell |
41,250
-3,800
| -8% | -$60.5K | 0.22% | 22 |
|
|
2023
Q3 | $645K | Buy |
45,050
+3,450
| +8% | +$49.4K | 0.26% | 19 |
|
|
2023
Q2 | $621K | Sell |
41,600
-2,100
| -5% | -$31.3K | 0.26% | 9 |
|
|
2023
Q1 | $676K | Sell |
43,700
-150
| -0.3% | -$2.32K | 0.33% | 20 |
|
|
2022
Q4 | $618K | Buy |
43,850
+7,300
| +20% | +$103K | 0.3% | 24 |
|
|
2022
Q3 | $468K | Buy |
36,550
+3,050
| +9% | +$39.1K | 0.26% | 19 |
|
|
2022
Q2 | $475K | Buy |
33,500
+100
| +0.3% | +$1.42K | 0.36% | 15 |
|
|
2022
Q1 | $513K | Buy |
33,400
+15,050
| +82% | +$231K | 0.28% | 19 |
|
|
2021
Q4 | $264K | Hold |
18,350
| – | – | 0.12% | 28 |
|
|
2021
Q3 | $253K | Sell |
18,350
-2,750
| -13% | -$37.9K | 0.12% | 33 |
|
|
2021
Q2 | $296K | Hold |
21,100
| – | – | 0.14% | 39 |
|
|
2021
Q1 | $284K | Buy |
21,100
+550
| +3% | +$7.4K | 0.16% | 39 |
|
|
2020
Q4 | $310K | Buy |
20,550
+6,950
| +51% | +$105K | 0.18% | 36 |
|
|
2020
Q3 | $205K | Hold |
13,600
| – | – | 0.15% | 29 |
|
|
2020
Q2 | $195K | Buy |
+13,600
| New | +$195K | 0.16% | 41 |
|