Modera Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Sell |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $199K | Hold |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $189K | Buy |
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|
2023
Q1 | $193K | Hold |
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|
2022
Q4 | $176K | Buy |
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