Baystate 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
Q4 | $24.7K | Buy |
501
+424
| +551% | +$20.9K | ﹤0.01% | 515 |
|
|
2023
Q3 | $3.14K | Hold |
77
| – | – | ﹤0.01% | 749 |
|
|
2023
Q2 | $3.33K | Buy |
77
+1
| +1% | +$43 | ﹤0.01% | 772 |
|
|
2023
Q1 | $3.69K | Hold |
76
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 766 |
|
|
2022
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 777 |
|
|
2022
Q2 | $3K | Buy |
76
+1
| +1% | +$39 | ﹤0.01% | 740 |
|
|
2022
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 696 |
|
|
2021
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 734 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 635 |
|