Montag & Associates’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-65
| Closed | -$1.13K | – | 998 |
|
|
2024
Q1 | $1.13K | Hold |
65
| – | – | ﹤0.01% | 915 |
|
|
2023
Q4 | $1.04K | Hold |
65
| – | – | ﹤0.01% | 881 |
|
|
2023
Q3 | $931 | Hold |
65
| – | – | ﹤0.01% | 869 |
|
|
2023
Q2 | $970 | Hold |
65
| – | – | ﹤0.01% | 885 |
|
|
2023
Q1 | $1.01K | Hold |
65
| – | – | ﹤0.01% | 884 |
|
|
2022
Q4 | $916 | Hold |
65
| – | – | ﹤0.01% | 906 |
|
|
2022
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 843 |
|
|
2022
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 804 |
|
|
2022
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 821 |
|
|
2021
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 838 |
|
|
2021
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 835 |
|
|
2021
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 833 |
|