Plante Moran Financial Advisors’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
Q1 | – | Sell |
-805
| Closed | -$16.2K | – | 933 |
|
|
2024
Q4 | $16.2K | Hold |
805
| – | – | ﹤0.01% | 521 |
|
|
2024
Q3 | $16.4K | Buy |
+805
| New | +$16.4K | ﹤0.01% | 551 |
|
|
2023
Q2 | – | Sell |
-3,521
| Closed | -$54.4K | – | 879 |
|
|
2023
Q1 | $54.4K | Buy |
+3,521
| New | +$54.4K | 0.01% | 282 |
|
|
2021
Q1 | – | Sell |
-704
| Closed | -$11K | – | 1105 |
|
|
2020
Q4 | $11K | Hold |
704
| – | – | ﹤0.01% | 619 |
|
|
2020
Q3 | $11K | Hold |
704
| – | – | ﹤0.01% | 595 |
|
|
2020
Q2 | $10K | Buy |
+704
| New | +$10K | ﹤0.01% | 522 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$10K | – | 661 |
|
|
2013
Q2 | $10K | Buy |
+1,000
| New | +$10K | 0.01% | 349 |
|