SW
Simplicity Wealth’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
51,508
+10,308
| +25% | +$261K | 0.05% | 280 |
|
|
2025
Q1 | $991K | Buy |
41,200
+5,231
| +15% | +$126K | 0.08% | 259 |
|
|
2024
Q4 | $724K | Sell |
35,969
-14,726
| -29% | -$297K | 0.15% | 118 |
|
|
2024
Q3 | $1.03M | Sell |
50,695
-3,769,483
| -99% | -$76.8M | 0.1% | 192 |
|
|
2024
Q2 | $69M | Sell |
3,820,178
-83,075
| -2% | -$1.5M | 1.56% | 10 |
|
|
2024
Q1 | $67.5M | Buy |
+3,903,253
| New | +$67.5M | 1.61% | 9 |
|