Ashford Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-184,750
| Closed | -$3.76M | – | 138 |
|
|
2014
Q4 | $3.76M | Hold |
184,750
| – | – | 0.75% | 54 |
|
|
2014
Q3 | $3.68M | Sell |
184,750
-2,900
| -2% | -$57.8K | 0.79% | 52 |
|
|
2014
Q2 | $4.93M | Buy |
187,650
+58,680
| +45% | +$1.54M | 0.99% | 39 |
|
|
2014
Q1 | $2.93M | Sell |
128,970
-450
| -0.3% | -$10.2K | 0.57% | 59 |
|
|
2013
Q4 | $2.61M | Sell |
129,420
-3,000
| -2% | -$60.6K | 0.5% | 64 |
|
|
2013
Q3 | $3.28M | Sell |
132,420
-5,069
| -4% | -$126K | 0.65% | 54 |
|
|
2013
Q2 | $2.7M | Buy |
+137,489
| New | +$2.7M | 0.59% | 58 |
|