Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,306
| Closed | -$50K | – | 389 |
|
|
2021
Q1 | $50K | Buy |
1,306
+106
| +9% | +$4.06K | 0.03% | 183 |
|
|
2020
Q4 | $50K | Hold |
1,200
| – | – | 0.04% | 191 |
|
|
2020
Q3 | $59K | Hold |
1,200
| – | – | 0.05% | 175 |
|
|
2020
Q2 | $53K | Hold |
1,200
| – | – | 0.04% | 194 |
|
|
2020
Q1 | $33K | Hold |
1,200
| – | – | 0.03% | 207 |
|
|
2019
Q4 | $36K | Buy |
+1,200
| New | +$36K | 0.03% | 226 |
|