Advisor Partners’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
Q2 | – | Sell |
-5,699
| Closed | -$271K | – | 906 |
|
|
2022
Q1 | $271K | Buy |
5,699
+263
| +5% | +$12.5K | 0.02% | 710 |
|
|
2021
Q4 | $234K | Sell |
5,436
-68
| -1% | -$2.93K | 0.01% | 760 |
|
|
2021
Q3 | $207K | Sell |
5,504
-207
| -4% | -$7.79K | 0.01% | 762 |
|
|
2021
Q2 | $252K | Sell |
5,711
-199
| -3% | -$8.78K | 0.02% | 712 |
|
|
2021
Q1 | $226K | Sell |
5,910
-338
| -5% | -$12.9K | 0.02% | 729 |
|
|
2020
Q4 | $261K | Sell |
6,248
-1,130
| -15% | -$47.2K | 0.02% | 625 |
|
|
2020
Q3 | $362K | Buy |
7,378
+107
| +1% | +$5.25K | 0.03% | 477 |
|
|
2020
Q2 | $320K | Buy |
+7,271
| New | +$320K | 0.03% | 502 |
|