WR Wealth Planners’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $127K | Sell |
6,304
-5
| -0.1% | -$101 | 0.04% | 202 |
|
|
2024
Q3 | $129K | Sell |
6,309
-810
| -11% | -$16.5K | 0.04% | 237 |
|
|
2024
Q2 | $129K | Sell |
7,119
-10
| -0.1% | -$181 | 0.04% | 222 |
|
|
2024
Q1 | $123K | Buy |
+7,129
| New | +$123K | 0.04% | 230 |
|
|
2023
Q4 | – | Sell |
-7,985
| Closed | -$114K | – | 666 |
|
|
2023
Q3 | $114K | Hold |
7,985
| – | – | 0.04% | 220 |
|
|
2023
Q2 | $119K | Hold |
7,985
| – | – | 0.05% | 223 |
|
|
2023
Q1 | $123K | Buy |
+7,985
| New | +$123K | 0.05% | 218 |
|