Lee Financial’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-80,000
| Closed | -$1.2M | – | 528 |
|
|
2020
Q3 | $1.2M | Buy |
80,000
+20,000
| +33% | +$301K | 0.34% | 52 |
|
|
2020
Q2 | $859K | Buy |
+60,000
| New | +$859K | 0.24% | 66 |
|
|
2018
Q3 | – | Hold |
0
| – | -$3K | – | 643 |
|
|
2018
Q2 | – | Hold |
0
| – | -$2K | – | 695 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 703 |
|
|
2017
Q1 | – | Hold |
0
| – | -$9K | – | 426 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 300 |
|