SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $438K | Hold |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $3.21M | Hold |
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|
2021
Q2 | $3.27M | Hold |
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|
2021
Q1 | $3.12M | Hold |
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|
2020
Q4 | $3.51M | Buy |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $982K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $128K | Hold |
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|
2019
Q2 | $122K | Buy |
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