Sound View Wealth Advisors Group’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $200K | Buy |
|