Whitegate Investment Counselors’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,510
| Closed | -$242K | – | 163 |
|
|
2021
Q3 | $242K | Hold |
17,510
| – | – | 0.03% | 206 |
|
|
2021
Q2 | $246K | Hold |
17,510
| – | – | 0.03% | 205 |
|
|
2021
Q1 | $235K | Hold |
17,510
| – | – | 0.04% | 198 |
|
|
2020
Q4 | $264K | Hold |
17,510
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $264K | Buy |
+17,510
| New | +$264K | 0.05% | 176 |
|