Arcadia Investment 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 |
-4,500
| Closed | -$109K | – | 321 |
|
|
2019
Q2 | $109K | Hold |
4,500
| – | – | 0.03% | 141 |
|
|
2019
Q1 | $107K | Buy |
4,500
+123
| +3% | +$2.93K | 0.03% | 140 |
|
|
2018
Q4 | $85K | Buy |
4,377
+1,500
| +52% | +$29.1K | 0.03% | 140 |
|
|
2018
Q3 | $50K | Hold |
2,877
| – | – | 0.01% | 224 |
|
|
2018
Q2 | $63K | Hold |
2,877
| – | – | 0.02% | 206 |
|
|
2018
Q1 | $59K | Hold |
2,877
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $64K | Hold |
2,877
| – | – | 0.02% | 205 |
|
|
2017
Q3 | $55K | Hold |
2,877
| – | – | 0.02% | 217 |
|
|
2017
Q2 | $57K | Buy |
+2,877
| New | +$57K | 0.02% | 205 |
|
|
2015
Q3 | – | Sell |
-2,877
| Closed | -$64K | – | 222 |
|
|
2015
Q2 | $64K | Buy |
+2,877
| New | +$64K | 0.02% | 147 |
|