Kingswood Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39,450
| Closed | -$795K | – | 803 |
|
|
2024
Q4 | $795K | Buy |
39,450
+1,150
| +3% | +$23.2K | 0.06% | 322 |
|
|
2024
Q3 | $781K | Buy |
38,300
+11,000
| +40% | +$224K | 0.06% | 349 |
|
|
2024
Q2 | $493K | Hold |
27,300
| – | – | 0.04% | 397 |
|
|
2024
Q1 | $472K | Hold |
27,300
| – | – | 0.05% | 365 |
|
|
2023
Q4 | $435K | Hold |
27,300
| – | – | 0.05% | 376 |
|
|
2023
Q3 | $391K | Buy |
27,300
+3,350
| +14% | +$48K | 0.07% | 290 |
|
|
2023
Q2 | $357K | Buy |
+23,950
| New | +$357K | 0.11% | 174 |
|