KMS Financial Services’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $366K | Sell |
36,674
-6,510
| -15% | -$65K | 0.05% | 330 |
|
|
2014
Q2 | $475K | Sell |
43,184
-1,900
| -4% | -$20.9K | 0.07% | 287 |
|
|
2014
Q1 | $481K | Hold |
45,084
| – | – | 0.08% | 266 |
|
|
2013
Q4 | $449K | Sell |
45,084
-3,015
| -6% | -$30K | 0.08% | 290 |
|
|
2013
Q3 | $530K | Sell |
48,099
-455
| -0.9% | -$5.01K | 0.13% | 189 |
|
|
2013
Q2 | $497K | Buy |
+48,554
| New | +$497K | 0.14% | 184 |
|