Advisor Group’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.22M | Buy |
74,463
+90
| +0.1% | +$2.68K | 0.02% | 761 |
|
|
2019
Q3 | $1.95M | Buy |
74,373
+22,869
| +44% | +$601K | 0.01% | 775 |
|
|
2019
Q2 | $1.25M | Buy |
51,504
+5,958
| +13% | +$144K | 0.01% | 993 |
|
|
2019
Q1 | $1.09M | Sell |
45,546
-1,585
| -3% | -$37.8K | 0.01% | 1035 |
|
|
2018
Q4 | $920K | Sell |
47,131
-4,278
| -8% | -$83.5K | 0.01% | 985 |
|
|
2018
Q3 | $899K | Sell |
51,409
-8,793
| -15% | -$154K | 0.01% | 1061 |
|
|
2018
Q2 | $1.33M | Buy |
60,202
+3,763
| +7% | +$83K | 0.02% | 726 |
|
|
2018
Q1 | $1.15M | Sell |
56,439
-36,319
| -39% | -$740K | 0.02% | 792 |
|
|
2017
Q4 | $2.05M | Sell |
92,758
-70
| -0.1% | -$1.55K | 0.03% | 556 |
|
|
2017
Q3 | $1.77M | Sell |
92,828
-3,182
| -3% | -$60.8K | 0.03% | 549 |
|
|
2017
Q2 | $1.91M | Sell |
96,010
-1
| -0% | -$20 | 0.03% | 499 |
|
|
2017
Q1 | $2M | Buy |
96,011
+317
| +0.3% | +$6.61K | 0.04% | 460 |
|
|
2016
Q4 | $1.85M | Buy |
95,694
+6,291
| +7% | +$122K | 0.04% | 450 |
|
|
2016
Q3 | $2.42M | Buy |
89,403
+10,567
| +13% | +$286K | 0.06% | 350 |
|
|
2016
Q2 | $1.85M | Buy |
+78,836
| New | +$1.85M | 0.05% | 401 |
|