KWM
Kingsview Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
243,409
+49,162
| +25% | +$1.25M | 0.1% | 202 |
|
|
2025
Q1 | $4.67M | Buy |
194,247
+50,609
| +35% | +$1.22M | 0.09% | 227 |
|
|
2024
Q4 | $2.89M | Buy |
143,638
+33,638
| +31% | +$677K | 0.06% | 305 |
|
|
2024
Q3 | $2.24M | Buy |
110,000
+71,396
| +185% | +$1.46M | 0.05% | 346 |
|
|
2024
Q2 | $697K | Buy |
38,604
+17,304
| +81% | +$313K | 0.02% | 592 |
|
|
2024
Q1 | $368K | Hold |
21,300
| – | – | 0.01% | 750 |
|
|
2023
Q4 | $339K | Hold |
21,300
| – | – | 0.01% | 729 |
|
|
2023
Q3 | $305K | Sell |
21,300
-1,300
| -6% | -$18.6K | 0.01% | 738 |
|
|
2023
Q2 | $337K | Sell |
22,600
-700
| -3% | -$10.4K | 0.01% | 711 |
|
|
2023
Q1 | $360K | Buy |
23,300
+350
| +2% | +$5.41K | 0.02% | 663 |
|
|
2022
Q4 | $324K | Buy |
22,950
+350
| +2% | +$4.94K | 0.01% | 643 |
|
|
2022
Q3 | $289K | Buy |
22,600
+10,300
| +84% | +$132K | 0.01% | 650 |
|
|
2022
Q2 | $174K | Buy |
12,300
+200
| +2% | +$2.83K | 0.01% | 772 |
|
|
2022
Q1 | $186K | Sell |
12,100
-680
| -5% | -$10.5K | 0.01% | 821 |
|
|
2021
Q4 | $184K | Buy |
12,780
+680
| +6% | +$9.79K | 0.01% | 853 |
|
|
2021
Q3 | $167K | Buy |
12,100
+400
| +3% | +$5.52K | 0.01% | 809 |
|
|
2021
Q2 | $165K | Buy |
+11,700
| New | +$165K | 0.01% | 834 |
|
|
2018
Q3 | – | Sell |
-11,087
| Closed | -$113K | – | 365 |
|
|
2018
Q2 | $113K | Sell |
11,087
-500
| -4% | -$5.1K | 0.03% | 308 |
|
|
2018
Q1 | $125K | Hold |
11,587
| – | – | 0.03% | 300 |
|
|
2017
Q4 | $123K | Sell |
11,587
-1,000
| -8% | -$10.6K | 0.04% | 299 |
|
|
2017
Q3 | $131K | Buy |
+12,587
| New | +$131K | 0.06% | 269 |
|