NWA
Navis Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,431
| Closed | -$206K | – | 107 |
|
|
2024
Q2 | $206K | Hold |
11,431
| – | – | 0.24% | 93 |
|
|
2024
Q1 | $198K | Buy |
11,431
+42
| +0.4% | +$727 | 0.24% | 91 |
|
|
2023
Q4 | $181K | Hold |
11,389
| – | – | 0.24% | 85 |
|
|
2023
Q3 | $163K | Buy |
+11,389
| New | +$163K | 0.24% | 83 |
|