1834 Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-390
| Closed | -$14K | – | 453 |
|
|
2022
Q2 | $14K | Hold |
390
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $19K | Hold |
390
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $17K | Buy |
390
+100
| +34% | +$4.36K | ﹤0.01% | 344 |
|
|
2021
Q3 | $11K | Hold |
290
| – | – | ﹤0.01% | 392 |
|
|
2021
Q2 | $13K | Hold |
290
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $11K | Buy |
290
+190
| +190% | +$7.21K | ﹤0.01% | 383 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 388 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 401 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 438 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 422 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 392 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 387 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 407 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2017
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 439 |
|