Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$10.3K | ﹤0.01% | 828 |
|
|
2021
Q4 | – | Sell |
-215
| Closed | -$8.08K | – | 895 |
|
|
2021
Q3 | $8.08K | Sell |
215
-15
| -7% | -$564 | ﹤0.01% | 722 |
|
|
2021
Q2 | $10.1K | Hold |
230
| – | – | ﹤0.01% | 687 |
|
|
2021
Q1 | $8.82K | Buy |
230
+215
| +1,433% | +$8.24K | ﹤0.01% | 744 |
|
|
2020
Q4 | $626 | Buy |
+15
| New | +$626 | ﹤0.01% | 1119 |
|