Bartlett & Co’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 | -$8K | – | 1104 |
|
|
2022
Q4 | $8K | Hold |
215
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $7K | Hold |
215
| – | – | ﹤0.01% | 879 |
|
|
2022
Q2 | $8K | Hold |
215
| – | – | ﹤0.01% | 924 |
|
|
2022
Q1 | $10K | Buy |
+215
| New | +$10K | ﹤0.01% | 837 |
|
|
2021
Q4 | – | Sell |
-215
| Closed | -$8K | – | 895 |
|
|
2021
Q3 | $8K | Sell |
215
-15
| -7% | -$558 | ﹤0.01% | 729 |
|
|
2021
Q2 | $10K | Hold |
230
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $9K | Buy |
230
+215
| +1,433% | +$8.41K | ﹤0.01% | 749 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1075 |
|