Perigon Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
17,718
-425
-2% -$10.8K 0.01% 698
2025
Q1
$437K Buy
18,143
+1,125
+7% +$27.1K 0.01% 676
2024
Q4
$357K Buy
+17,018
New +$357K 0.01% 756
2015
Q4
Sell
-25,505
Closed -$234K 226
2015
Q3
$234K Buy
+25,505
New +$234K 0.07% 192