Williams Jones Wealth Management’s Sprott SII Stock Holding History

Williams Jones Wealth Management’s Portfolio SII Stock Details SII Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$367K	Sell
2023 Q2	$640K	Sell
2023 Q1	$1.01M	Sell
2022 Q4	$1.09M	Sell
2022 Q3	$1.91M	Sell
2022 Q2	$3.92M	Buy
2022 Q1	$1.33M	Buy