SWM
Sugarloaf Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $121K | Hold |
6,000
| – | – | 0.02% | 218 |
|
|
2024
Q3 | $122K | Hold |
6,000
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $108K | Hold |
6,000
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $104K | Hold |
6,000
| – | – | 0.02% | 226 |
|
|
2023
Q4 | $95.6K | Hold |
6,000
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $85.9K | Hold |
6,000
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $89.5K | Hold |
6,000
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $92.8K | Hold |
6,000
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $84.6K | Hold |
6,000
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $77K | Hold |
6,000
| – | – | 0.02% | 228 |
|
|
2022
Q2 | $85K | Hold |
6,000
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $92K | Hold |
6,000
| – | – | 0.02% | 196 |
|
|
2021
Q4 | $86K | Buy |
6,000
+1,000
| +20% | +$14.3K | 0.02% | 215 |
|
|
2021
Q3 | $69K | Hold |
5,000
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $70K | Hold |
5,000
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $67 | Hold |
5,000
| – | – | 0.02% | 237 |
|
|
2020
Q4 | $75K | Hold |
5,000
| – | – | 0.03% | 206 |
|
|
2020
Q3 | $75K | Hold |
5,000
| – | – | 0.03% | 182 |
|
|
2020
Q2 | $72K | Hold |
5,000
| – | – | 0.03% | 193 |
|
|
2020
Q1 | $66K | Hold |
5,000
| – | – | 0.03% | 187 |
|
|
2019
Q4 | $61K | Buy |
+5,000
| New | +$61K | 0.03% | 231 |
|