Bedel Financial Consulting’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-29
| Closed | -$1K | – | 926 |
|
2022
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 951 |
|
2021
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 986 |
|
2021
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 964 |
|
2021
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 947 |
|
2021
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 913 |
|
2020
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 815 |
|
2020
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 794 |
|
2020
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 758 |
|
2020
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 774 |
|
2019
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 744 |
|
2019
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 733 |
|
2019
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 704 |
|
2019
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 689 |
|
2018
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 663 |
|
2018
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 724 |
|
2018
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 667 |
|
2018
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 658 |
|