SFWA
Summit Financial Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,000
| Closed | -$164K | – | 127 |
|
|
2023
Q2 | $164K | Hold |
11,000
| – | – | 0.04% | 119 |
|
|
2023
Q1 | $170K | Sell |
11,000
-500
| -4% | -$7.73K | 0.04% | 123 |
|
|
2022
Q4 | $162K | Hold |
11,500
| – | – | 0.04% | 125 |
|
|
2022
Q3 | $148K | Hold |
11,500
| – | – | 0.04% | 119 |
|
|
2022
Q2 | $154K | Hold |
11,500
| – | – | 0.04% | 127 |
|
|
2022
Q1 | $177K | Hold |
11,500
| – | – | 0.04% | 125 |
|
|
2021
Q4 | $164K | Hold |
11,500
| – | – | 0.03% | 135 |
|
|
2021
Q3 | $159K | Hold |
11,500
| – | – | 0.04% | 125 |
|
|
2021
Q2 | $161K | Hold |
11,500
| – | – | 0.04% | 122 |
|
|
2021
Q1 | $174K | Buy |
+11,500
| New | +$174K | 0.04% | 110 |
|
|
2020
Q4 | – | Sell |
-11,500
| Closed | -$174K | – | 114 |
|
|
2020
Q3 | $174K | Buy |
+11,500
| New | +$174K | 0.05% | 113 |
|