TWA
TCI Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,309
| Closed | -$162K | – | 212 |
|
|
2023
Q3 | $162K | Hold |
11,309
| – | – | 0.02% | 187 |
|
|
2023
Q2 | $169K | Hold |
11,309
| – | – | 0.02% | 190 |
|
|
2023
Q1 | $175K | Hold |
11,309
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $159K | Hold |
11,309
| – | – | 0.02% | 195 |
|
|
2022
Q3 | $145K | Hold |
11,309
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $160K | Buy |
+11,309
| New | +$160K | 0.02% | 189 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | – | – | 1513 |
|
|
2019
Q1 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1495 |
|
|
2013
Q4 | – | Sell |
-1,200
| Closed | -$13K | – | 882 |
|
|
2013
Q3 | $13K | Buy |
+1,200
| New | +$13K | 0.01% | 338 |
|