Summit Financial Wealth Advisors’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
Q3 | $237K | Hold |
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|
2025
Q2 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $162K | Hold |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $154K | Hold |
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|
2022
Q1 | $177K | Hold |
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|
2021
Q4 | $164K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $174K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $174K | Buy |
|