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Bartlett & Co Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-215
Closed -$8.4K – 1113
2022
Q4 		$8.4K Hold
215
– – ﹤0.01% 852
2022
Q3 		$6.96K Hold
215
– – ﹤0.01% 876
2022
Q2 		$7.75K Hold
215
– – ﹤0.01% 927
2022
Q1 		$10.3K Buy
+215
New +$9.35K ﹤0.01% 828
2021
Q4 		– Sell
-215
Closed -$8.08K – 894
2021
Q3 		$8.08K Sell
215
-15
-7% -$654 ﹤0.01% 722
2021
Q2 		$10.1K Hold
230
– – ﹤0.01% 687
2021
Q1 		$8.82K Buy
230
+215
+1,433% +$8.53K ﹤0.01% 744
2020
Q4 		$626 Buy
+15
New +$670 ﹤0.01% 1119

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