Beck Mack & Oliver’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,500
| Closed | -$138K | – | 323 |
|
|
2015
Q3 | $138K | Sell |
11,500
-1,600
| -12% | -$19.2K | ﹤0.01% | 304 |
|
|
2015
Q2 | $227K | Sell |
13,100
-4,400
| -25% | -$76.2K | 0.01% | 310 |
|
|
2015
Q1 | $333K | Sell |
17,500
-6,100
| -26% | -$116K | 0.01% | 269 |
|
|
2014
Q4 | $480K | Buy |
23,600
+10,000
| +74% | +$203K | 0.01% | 240 |
|
|
2014
Q3 | $271K | Sell |
13,600
-400
| -3% | -$7.97K | 0.01% | 297 |
|
|
2014
Q2 | $368K | Sell |
14,000
-1,000
| -7% | -$26.3K | 0.01% | 273 |
|
|
2014
Q1 | $341K | Hold |
15,000
| – | – | 0.01% | 264 |
|
|
2013
Q4 | $303K | Hold |
15,000
| – | – | 0.01% | 284 |
|
|
2013
Q3 | $372K | Buy |
+15,000
| New | +$372K | 0.01% | 255 |
|