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Liberty Wealth Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Liberty Wealth Management’s Portfolio CEF Stock Details CEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$17K – 863
2020
Q2 		$17K Hold
1,000
– – 0.01% 400
2020
Q1 		$15K Buy
+1,000
New +$14.9K 0.01% 400

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Liberty Wealth Management's CEF Position: Q3 2020 in Review

Liberty Wealth Management sold out of Sprott Physical Gold and Silver Trust (CEF) in Q3 2020, closing a stake of 1,000 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in CEF in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q2 2020. 219 funds tracked by Wall St. Rank hold CEF as of Q3 2020.

  • Liberty Wealth Management reported no remaining Sprott Physical Gold and Silver Trust position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 1,000 Sprott Physical Gold and Silver Trust shares in Q3 2020, an estimated $17K.
  • Liberty Wealth Management first reported a position in Sprott Physical Gold and Silver Trust in Q1 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Sprott Physical Gold and Silver Trust position peaked at $17K in Q2 2020.
  • 219 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.