Benjamin F. Edwards & Company’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 1488 |
|
|
2024
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1487 |
|
|
2023
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1261 |
|
|
2023
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 1261 |
|
|
2023
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1241 |
|
|
2022
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 1293 |
|
|
2022
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 1308 |
|
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 1266 |
|
|
2022
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 1253 |
|
|
2021
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q1 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 1223 |
|
|
2020
Q3 | – | Sell |
-87
| Closed | -$4K | – | 1774 |
|
|
2020
Q2 | $4K | Sell |
87
-159
| -65% | -$7.31K | ﹤0.01% | 1500 |
|
|
2020
Q1 | $7K | Sell |
246
-3,005
| -92% | -$85.5K | ﹤0.01% | 1383 |
|
|
2019
Q4 | $97K | Buy |
3,251
+3,005
| +1,222% | +$89.7K | 0.01% | 787 |
|
|
2019
Q3 | $6K | Sell |
246
-865
| -78% | -$21.1K | ﹤0.01% | 1552 |
|
|
2019
Q2 | $27K | Buy |
1,111
+380
| +52% | +$9.24K | ﹤0.01% | 1109 |
|
|
2019
Q1 | $17K | Buy |
731
+50
| +7% | +$1.16K | ﹤0.01% | 1185 |
|
|
2018
Q4 | $13K | Hold |
681
| – | – | ﹤0.01% | 1215 |
|
|
2018
Q3 | $12K | Sell |
681
-200
| -23% | -$3.52K | ﹤0.01% | 1238 |
|
|
2018
Q2 | $19K | Hold |
881
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q1 | $18K | Sell |
881
-691
| -44% | -$14.1K | ﹤0.01% | 1103 |
|
|
2017
Q4 | $35K | Buy |
1,572
+100
| +7% | +$2.23K | ﹤0.01% | 882 |
|
|
2017
Q3 | $28K | Sell |
1,472
-1,725
| -54% | -$32.8K | ﹤0.01% | 887 |
|
|
2017
Q2 | $63K | Buy |
3,197
+2,253
| +239% | +$44.4K | 0.01% | 661 |
|
|
2017
Q1 | $20K | Buy |
944
+604
| +178% | +$12.8K | ﹤0.01% | 857 |
|
|
2016
Q4 | $7K | Hold |
340
| – | – | ﹤0.01% | 1015 |
|
|
2016
Q3 | $9K | Buy |
340
+190
| +127% | +$5.03K | ﹤0.01% | 873 |
|
|
2016
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 946 |
|
|
2016
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 1037 |
|
|
2015
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 1082 |
|
|
2015
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 1079 |
|
|
2015
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1084 |
|
|
2015
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1047 |
|
|
2014
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 938 |
|
|
2014
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 906 |
|
|
2014
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 846 |
|
|
2014
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 824 |
|
|
2013
Q4 | $3K | Sell |
150
-800
| -84% | -$16K | ﹤0.01% | 821 |
|
|
2013
Q3 | $24K | Buy |
950
+300
| +46% | +$7.58K | 0.01% | 484 |
|
|
2013
Q2 | $13K | Buy |
+650
| New | +$13K | 0.01% | 538 |
|