WealthSource Partners’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-160,482
| Closed | -$2.05M | – | 519 |
|
|
2022
Q3 | $2.05M | Buy |
+160,482
| New | +$2.05M | 0.15% | 112 |
|
|
2021
Q1 | – | Sell |
-21,015
| Closed | -$317K | – | 443 |
|
|
2020
Q4 | $317K | Sell |
21,015
-170
| -0.8% | -$2.56K | 0.04% | 281 |
|
|
2020
Q3 | $319K | Buy |
21,185
+2,200
| +12% | +$33.1K | 0.04% | 252 |
|
|
2020
Q2 | $272K | Sell |
18,985
-1,700
| -8% | -$24.4K | 0.04% | 260 |
|
|
2020
Q1 | $271K | Buy |
+20,685
| New | +$271K | 0.04% | 254 |
|