Beacon Capital Management Inc (Ohio)’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-2
| Closed | – | – | 213 |
|
2017
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 215 |
|
2016
Q3 | – | Sell |
-745
| Closed | -$18K | – | 158 |
|
2016
Q2 | $18K | Hold |
745
| – | – | ﹤0.01% | 77 |
|
2016
Q1 | $12K | Hold |
745
| – | – | ﹤0.01% | 100 |
|
2015
Q4 | $9K | Sell |
745
-60
| -7% | -$725 | ﹤0.01% | 132 |
|
2015
Q3 | $10K | Hold |
805
| – | – | ﹤0.01% | 129 |
|
2015
Q2 | $14K | Hold |
805
| – | – | ﹤0.01% | 123 |
|
2015
Q1 | $15K | Hold |
805
| – | – | ﹤0.01% | 123 |
|
2014
Q4 | $16K | Hold |
805
| – | – | ﹤0.01% | 115 |
|
2014
Q3 | $16K | Hold |
805
| – | – | ﹤0.01% | 123 |
|
2014
Q2 | $21K | Hold |
805
| – | – | ﹤0.01% | 118 |
|
2014
Q1 | $18K | Sell |
805
-500
| -38% | -$11.2K | ﹤0.01% | 123 |
|
2013
Q4 | $26K | Buy |
+1,305
| New | +$26K | 0.01% | 108 |
|