LWA
Lineweaver Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Hold |
18,615
| – | – | 0.07% | 128 |
|
|
2025
Q1 | $448K | Hold |
18,615
| – | – | 0.08% | 118 |
|
|
2024
Q4 | $375K | Hold |
18,615
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $379K | Hold |
18,615
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $336K | Hold |
18,615
| – | – | 0.07% | 109 |
|
|
2024
Q1 | $322K | Hold |
18,615
| – | – | 0.08% | 110 |
|
|
2023
Q4 | $297K | Hold |
18,615
| – | – | 0.08% | 112 |
|
|
2023
Q3 | $267K | Hold |
18,615
| – | – | 0.08% | 121 |
|
|
2023
Q2 | $278K | Hold |
18,615
| – | – | 0.08% | 105 |
|
|
2023
Q1 | $288K | Hold |
18,615
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $262K | Hold |
18,615
| – | – | 0.08% | 109 |
|
|
2022
Q3 | $238K | Hold |
18,615
| – | – | 0.08% | 116 |
|
|
2022
Q2 | $263K | Hold |
18,615
| – | – | 0.09% | 110 |
|
|
2022
Q1 | $286K | Hold |
18,615
| – | – | 0.08% | 117 |
|
|
2021
Q4 | $267K | Hold |
18,615
| – | – | 0.08% | 118 |
|
|
2021
Q3 | $256K | Hold |
18,615
| – | – | 0.08% | 118 |
|
|
2021
Q2 | $261K | Hold |
18,615
| – | – | 0.09% | 107 |
|
|
2021
Q1 | $249K | Hold |
18,615
| – | – | 0.09% | 99 |
|
|
2020
Q4 | $280K | Hold |
18,615
| – | – | 0.11% | 82 |
|
|
2020
Q3 | $280K | Hold |
18,615
| – | – | 0.13% | 71 |
|
|
2020
Q2 | $266K | Sell |
18,615
-3,348
| -15% | -$47.8K | 0.14% | 68 |
|
|
2020
Q1 | $288K | Buy |
21,963
+3,348
| +18% | +$43.9K | 0.18% | 56 |
|
|
2019
Q4 | $226K | Buy |
+18,615
| New | +$226K | 0.13% | 60 |
|