Sound View Wealth Advisors Group’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
18,741
+1,094
| +6% | +$27.7K | 0.04% | 274 |
|
|
2025
Q1 | $425K | Buy |
17,647
+947
| +6% | +$22.8K | 0.03% | 279 |
|
|
2024
Q4 | $336K | Buy |
16,700
+741
| +5% | +$14.9K | 0.03% | 322 |
|
|
2024
Q3 | $325K | Hold |
15,959
| – | – | 0.03% | 322 |
|
|
2024
Q2 | $288K | Hold |
15,959
| – | – | 0.03% | 307 |
|
|
2024
Q1 | $276K | Hold |
15,959
| – | – | 0.03% | 317 |
|
|
2023
Q4 | $254K | Hold |
15,959
| – | – | 0.03% | 330 |
|
|
2023
Q3 | $229K | Hold |
15,959
| – | – | 0.03% | 332 |
|
|
2023
Q2 | $238K | Hold |
15,959
| – | – | 0.03% | 319 |
|
|
2023
Q1 | $247K | Hold |
15,959
| – | – | 0.03% | 314 |
|
|
2022
Q4 | $254K | Hold |
15,959
| – | – | 0.03% | 330 |
|
|
2022
Q3 | $204K | Hold |
15,959
| – | – | 0.05% | 256 |
|
|
2022
Q2 | $226K | Buy |
15,959
+2,034
| +15% | +$28.8K | 0.05% | 259 |
|
|
2022
Q1 | $214K | Hold |
13,925
| – | – | 0.04% | 275 |
|
|
2021
Q4 | $200K | Buy |
+13,925
| New | +$200K | 0.04% | 285 |
|