SWA
SFMG Wealth Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-18,480
| Closed | -$196K | – | 111 |
|
|
2015
Q3 | $196K | Hold |
18,480
| – | – | 0.05% | 106 |
|
|
2015
Q2 | $215K | Sell |
18,480
-20,980
| -53% | -$244K | 0.05% | 106 |
|
|
2015
Q1 | $471K | Buy |
39,460
+20,830
| +112% | +$249K | 0.04% | 105 |
|
|
2014
Q4 | $216K | Buy |
+18,630
| New | +$216K | 0.05% | 109 |
|