Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Sell |
122
-3
| -2% | -$98 | ﹤0.01% | 1522 |
|
|
2021
Q2 | $5K | Sell |
125
-1,176
| -90% | -$47K | ﹤0.01% | 1367 |
|
|
2021
Q1 | $49K | Hold |
1,301
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $54K | Buy |
1,301
+1,153
| +779% | +$47.9K | 0.01% | 395 |
|
|
2020
Q3 | $7K | Sell |
148
-104
| -41% | -$4.92K | ﹤0.01% | 944 |
|
|
2020
Q2 | $11K | Sell |
252
-101
| -29% | -$4.41K | ﹤0.01% | 741 |
|
|
2020
Q1 | $9K | Sell |
353
-1
| -0.3% | -$25 | ﹤0.01% | 709 |
|
|
2019
Q4 | $10K | Buy |
354
+1
| +0.3% | +$28 | ﹤0.01% | 756 |
|
|
2019
Q3 | $9K | Hold |
353
| – | – | ﹤0.01% | 762 |
|
|
2019
Q2 | $8K | Buy |
353
+311
| +740% | +$7.05K | ﹤0.01% | 830 |
|
|
2019
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q4 | $0 | Buy |
+42
| New | – | ﹤0.01% | 1284 |
|