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Personal Wealth Partners’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Personal Wealth Partners’s Portfolio CEF Stock Details CEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-300
Closed -$4K – 528
2019
Q3 		$4K Buy
+300
New +$4.26K ﹤0.01% 287

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Personal Wealth Partners's CEF Position: Q4 2019 in Review

Personal Wealth Partners sold out of Sprott Physical Gold and Silver Trust (CEF) in Q4 2019, closing a stake of 300 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in CEF in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 194 funds tracked by Wall St. Rank hold CEF as of Q4 2019.

  • Personal Wealth Partners reported no remaining Sprott Physical Gold and Silver Trust position as of Q4 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 300 Sprott Physical Gold and Silver Trust shares in Q4 2019, an estimated $4K.
  • Personal Wealth Partners first reported a position in Sprott Physical Gold and Silver Trust in Q3 2019 and held it in 1 quarter.
  • Personal Wealth Partners's Sprott Physical Gold and Silver Trust position peaked at $4K in Q3 2019.
  • 194 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.