LWS
Lucia Wealth Services’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9.46M | Buy |
628,282
+129,648
| +26% | +$1.95M | 2.22% | 14 |
|
|
2020
Q2 | $7.14M | Sell |
498,634
-98,080
| -16% | -$1.4M | 1.89% | 16 |
|
|
2020
Q1 | $7.83M | Buy |
596,714
+199,457
| +50% | +$2.62M | 2.59% | 14 |
|
|
2019
Q4 | $4.84M | Sell |
397,257
-105,962
| -21% | -$1.29M | 1.49% | 19 |
|
|
2019
Q3 | $5.95M | Buy |
+503,219
| New | +$5.95M | 1.98% | 16 |
|