BFG
Beacon Financial Group’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-21,695
| Closed | -$562K | – | 202 |
|
|
2014
Q2 | $562K | Buy |
21,695
+5,576
| +35% | +$144K | 0.12% | 108 |
|
|
2014
Q1 | $373K | Buy |
16,119
+1,887
| +13% | +$43.7K | 0.08% | 132 |
|
|
2013
Q4 | $284K | Buy |
14,232
+1,628
| +13% | +$32.5K | 0.05% | 159 |
|
|
2013
Q3 | $314K | Buy |
+12,604
| New | +$314K | 0.07% | 149 |
|