BerganKDV Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $173 | Sell |
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|
2023
Q1 | $24.3K | Buy |
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|
2022
Q4 | $195 | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $26K | Buy |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $22K | Buy |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $49K | Buy |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $22K | Buy |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $6K | Buy |
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