SWMG
Strategic Wealth Management Group’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,802
| Closed | -$220K | – | 99 |
|
|
2020
Q1 | $220K | Hold |
16,802
| – | – | 0.16% | 71 |
|
|
2019
Q4 | $205K | Hold |
16,802
| – | – | 0.13% | 91 |
|
|
2019
Q3 | $199K | Hold |
16,802
| – | – | 0.14% | 83 |
|
|
2019
Q2 | $190K | Sell |
16,802
-26,924
| -62% | -$304K | 0.14% | 81 |
|
|
2019
Q1 | $457K | Sell |
43,726
-42,940
| -50% | -$449K | 0.37% | 41 |
|
|
2018
Q4 | $894K | Buy |
+86,666
| New | +$894K | 0.86% | 23 |
|