Aspire Private Capital’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$1.22K | – | 644 |
|
|
2024
Q3 | $1.22K | Hold |
20
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $1.05K | Buy |
+20
| New | +$1.05K | ﹤0.01% | 595 |
|
|
2023
Q1 | – | Sell |
-456
| Closed | -$17.8K | – | 685 |
|
|
2022
Q4 | $17.8K | Hold |
456
| – | – | 0.01% | 302 |
|
|
2022
Q3 | $15K | Hold |
456
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $16K | Hold |
456
| – | – | 0.01% | 299 |
|
|
2022
Q1 | $22K | Hold |
456
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $20K | Hold |
456
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $17K | Hold |
456
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $20K | Hold |
456
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $17K | Hold |
456
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $19K | Hold |
456
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $22K | Buy |
+456
| New | +$22K | 0.01% | 239 |
|
|
2020
Q1 | – | Sell |
-456
| Closed | -$14K | – | 512 |
|
|
2019
Q4 | $14K | Hold |
456
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $12K | Hold |
456
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $11K | Hold |
456
| – | – | 0.01% | 261 |
|
|
2019
Q1 | $11K | Hold |
456
| – | – | 0.01% | 316 |
|
|
2018
Q4 | $9K | Buy |
+456
| New | +$9K | 0.01% | 309 |
|