Beaird Harris 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
Q3 | – | Sell |
-166
| Closed | -$7.18K | – | 498 |
|
|
2023
Q2 | $7.18K | Sell |
166
-200
| -55% | -$8.65K | ﹤0.01% | 289 |
|
|
2023
Q1 | $17.6K | Hold |
366
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $14.3K | Hold |
366
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $12K | Hold |
366
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $13K | Hold |
366
| – | – | ﹤0.01% | 234 |
|
|
2022
Q1 | $17K | Buy |
366
+166
| +83% | +$7.71K | 0.01% | 268 |
|
|
2021
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 425 |
|