Avestar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-810
| Closed | -$18K | – | 854 |
|
|
2019
Q2 | $18K | Hold |
810
| – | – | 0.01% | 411 |
|
|
2019
Q1 | $17K | Hold |
810
| – | – | 0.01% | 398 |
|
|
2018
Q4 | $15K | Buy |
810
+76
| +10% | +$1.41K | 0.01% | 380 |
|
|
2018
Q3 | $12K | Sell |
734
-43
| -6% | -$703 | 0.01% | 444 |
|
|
2018
Q2 | $15K | Buy |
777
+81
| +12% | +$1.56K | 0.01% | 399 |
|
|
2018
Q1 | $14K | Buy |
696
+27
| +4% | +$543 | 0.01% | 381 |
|
|
2017
Q4 | $14K | Buy |
+669
| New | +$14K | 0.01% | 397 |
|