Kovitz Investment Group Partners’s Sprott Physical Gold and Silver Trust CEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
62,808
-285
| -0.5% | -$8.58K | 0.01% | 637 |
|
|
2025
Q1 | $1.79M | Sell |
63,093
-11,901
| -16% | -$338K | 0.01% | 599 |
|
|
2024
Q4 | $1.78M | Sell |
74,994
-3,496
| -4% | -$83.1K | 0.01% | 595 |
|
|
2024
Q3 | $1.92M | Sell |
78,490
-18,478
| -19% | -$452K | 0.01% | 490 |
|
|
2024
Q2 | $2.14M | Sell |
96,968
-24,690
| -20% | -$544K | 0.02% | 422 |
|
|
2024
Q1 | $2.47M | Buy |
+121,658
| New | +$2.47M | 0.03% | 275 |
|