MA
Mutual Advisors’s Sprott Physical Gold PHYS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $453K | Buy |
17,686
+7,030
| +66% | +$180K | 0.01% | 831 |
|
2025
Q1 | $268K | Buy |
+10,656
| New | +$268K | 0.01% | 929 |
|
2019
Q4 | – | Sell |
-17,257
| Closed | -$204K | – | 608 |
|
2019
Q3 | $204K | Sell |
17,257
-700
| -4% | -$8.28K | 0.03% | 502 |
|
2019
Q2 | $203K | Hold |
17,957
| – | – | 0.03% | 526 |
|
2019
Q1 | $188K | Hold |
17,957
| – | – | 0.03% | 452 |
|
2018
Q4 | $185K | Hold |
17,957
| – | – | 0.04% | 407 |
|
2018
Q3 | $171K | Buy |
17,957
+3,000
| +20% | +$28.6K | 0.03% | 461 |
|
2018
Q2 | $152K | Sell |
14,957
-3,000
| -17% | -$30.5K | 0.03% | 408 |
|
2018
Q1 | $193K | Hold |
17,957
| – | – | 0.05% | 377 |
|
2017
Q4 | $190K | Buy |
+17,957
| New | +$190K | 0.07% | 277 |
|