WR Wealth Planners’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
2024
Q4
$127K Sell
2024
Q3
$129K Sell
2024
Q2
$129K Sell
2024
Q1
$123K Buy
2023
Q4
Sell
2023
Q3
$114K Hold
2023
Q2
$119K Hold
2023
Q1
$123K Buy