Alpha Omega Wealth Management’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
Q3 | – | Sell |
-125
| Closed | -$3K | – | 555 |
|
|
2019
Q2 | $3K | Sell |
125
-375
| -75% | -$9K | ﹤0.01% | 543 |
|
|
2019
Q1 | $12K | Hold |
500
| – | – | 0.01% | 410 |
|
|
2018
Q4 | $10K | Hold |
500
| – | – | 0.01% | 370 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 388 |
|
|
2018
Q2 | $11K | Hold |
500
| – | – | 0.01% | 374 |
|
|
2018
Q1 | $10K | Hold |
500
| – | – | 0.01% | 348 |
|
|
2017
Q4 | $11K | Sell |
500
-100
| -17% | -$2.2K | 0.01% | 340 |
|
|
2017
Q3 | $11K | Hold |
600
| – | – | 0.01% | 345 |
|
|
2017
Q2 | $12K | Buy |
600
+100
| +20% | +$2K | 0.01% | 332 |
|
|
2017
Q1 | $10K | Hold |
500
| – | – | 0.01% | 348 |
|
|
2016
Q4 | $10K | Buy |
+500
| New | +$10K | 0.01% | 344 |
|