PFA
Pettinga Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Sell |
37,872
-4,900
| -11% | -$124K | 0.21% | 65 |
|
|
2025
Q1 | $1.03M | Sell |
42,772
-3,425
| -7% | -$82.4K | 0.24% | 57 |
|
|
2024
Q4 | $930K | Buy |
46,197
+10,550
| +30% | +$212K | 0.21% | 55 |
|
|
2024
Q3 | $726K | Buy |
35,647
+2,700
| +8% | +$55K | 0.17% | 61 |
|
|
2024
Q2 | $595K | Sell |
32,947
-5,800
| -15% | -$105K | 0.15% | 69 |
|
|
2024
Q1 | $670K | Buy |
38,747
+225
| +0.6% | +$3.89K | 0.17% | 68 |
|
|
2023
Q4 | $614K | Buy |
38,522
+10,450
| +37% | +$166K | 0.16% | 70 |
|
|
2023
Q3 | $402K | Buy |
28,072
+3,500
| +14% | +$50.1K | 0.12% | 72 |
|
|
2023
Q2 | $367K | Sell |
24,572
-1,450
| -6% | -$21.6K | 0.11% | 75 |
|
|
2023
Q1 | $402K | Buy |
26,022
+800
| +3% | +$12.4K | 0.13% | 73 |
|
|
2022
Q4 | $356K | Buy |
25,222
+6,847
| +37% | +$96.5K | 0.12% | 79 |
|
|
2022
Q3 | $235K | Buy |
18,375
+3,375
| +23% | +$43.2K | 0.08% | 89 |
|
|
2022
Q2 | $213K | Buy |
+15,000
| New | +$213K | 0.06% | 94 |
|