BerganKDV Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $173 | Sell |
4
-500
| -99% | -$21.6K | ﹤0.01% | 848 |
|
|
2023
Q1 | $24.3K | Buy |
504
+499
| +9,980% | +$24K | ﹤0.01% | 499 |
|
|
2022
Q4 | $195 | Buy |
5
+1
| +25% | +$39 | ﹤0.01% | 1012 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1079 |
|
|
2022
Q2 | $0 | Sell |
4
-590
| -99% | – | ﹤0.01% | 1079 |
|
|
2022
Q1 | $28K | Hold |
594
| – | – | ﹤0.01% | 474 |
|
|
2021
Q4 | $26K | Buy |
594
+89
| +18% | +$3.9K | ﹤0.01% | 511 |
|
|
2021
Q3 | $19K | Buy |
505
+4
| +0.8% | +$150 | ﹤0.01% | 539 |
|
|
2021
Q2 | $22K | Buy |
501
+500
| +50,000% | +$22K | ﹤0.01% | 507 |
|
|
2021
Q1 | $0 | Sell |
1
-999
| -100% | – | ﹤0.01% | 994 |
|
|
2020
Q4 | $42K | Hold |
1,000
| – | – | 0.01% | 374 |
|
|
2020
Q3 | $49K | Buy |
1,000
+180
| +22% | +$8.82K | 0.01% | 339 |
|
|
2020
Q2 | $36K | Hold |
820
| – | – | 0.01% | 387 |
|
|
2020
Q1 | $23K | Hold |
820
| – | – | ﹤0.01% | 408 |
|
|
2019
Q4 | $24K | Hold |
820
| – | – | ﹤0.01% | 427 |
|
|
2019
Q3 | $22K | Buy |
820
+260
| +46% | +$6.98K | ﹤0.01% | 420 |
|
|
2019
Q2 | $14K | Hold |
560
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $13K | Hold |
560
| – | – | ﹤0.01% | 497 |
|
|
2018
Q4 | $11K | Hold |
560
| – | – | ﹤0.01% | 471 |
|
|
2018
Q3 | $10K | Buy |
560
+275
| +96% | +$4.91K | ﹤0.01% | 497 |
|
|
2018
Q2 | $6K | Buy |
+285
| New | +$6K | ﹤0.01% | 552 |
|