Ballew Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,388
| Closed | -$243K | – | 107 |
|
|
2020
Q2 | $243K | Buy |
+5,388
| New | +$243K | 0.24% | 74 |
|
|
2018
Q4 | – | Sell |
-11,427
| Closed | -$187K | – | 442 |
|
|
2018
Q3 | $187K | Sell |
11,427
-1,276
| -10% | -$20.9K | 0.17% | 90 |
|
|
2018
Q2 | $280K | Buy |
12,703
+20
| +0.2% | +$441 | 0.32% | 65 |
|
|
2018
Q1 | $258K | Sell |
12,683
-1,311
| -9% | -$26.7K | 0.23% | 81 |
|
|
2017
Q4 | $310K | Buy |
+13,994
| New | +$310K | 0.31% | 70 |
|