Beech Hill Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-11,200
| Closed | -$223K | – | 147 |
|
2014
Q3 | $223K | Hold |
11,200
| – | – | 0.11% | 115 |
|
2014
Q2 | $294K | Sell |
11,200
-2,500
| -18% | -$65.6K | 0.13% | 121 |
|
2014
Q1 | $311K | Hold |
13,700
| – | – | 0.15% | 113 |
|
2013
Q4 | $277K | Sell |
13,700
-500
| -4% | -$10.1K | 0.14% | 110 |
|
2013
Q3 | $352K | Hold |
14,200
| – | – | 0.19% | 88 |
|
2013
Q2 | $279K | Buy |
+14,200
| New | +$279K | 0.16% | 99 |
|