Live Oak Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

Live Oak Private Wealth’s Portfolio PHYS Stock Details PHYS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$1.25M	Sell
2022 Q4	$1.39M	Sell
2022 Q3	$1.31M	Hold
2022 Q2	$1.45M	Hold
2022 Q1	$1.57M	Hold
2021 Q4	$1.47M	Hold
2021 Q3	$1.41M	Hold
2021 Q2	$1.44M	Buy
2021 Q1	$1.33M	Buy