Brown Advisory Securities’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$238K | – | 170 |
|
|
2022
Q1 | $238K | Hold |
5,000
| – | – | 0.14% | 150 |
|
|
2021
Q4 | $214K | Buy |
+5,000
| New | +$214K | 0.09% | 199 |
|
|
2021
Q3 | – | Sell |
-5,000
| Closed | -$220K | – | 282 |
|
|
2021
Q2 | $220K | Sell |
5,000
-1,080
| -18% | -$47.5K | 0.03% | 237 |
|
|
2021
Q1 | $232K | Buy |
6,080
+1,080
| +22% | +$41.2K | 0.04% | 221 |
|
|
2020
Q4 | $209K | Sell |
5,000
-500
| -9% | -$20.9K | 0.04% | 237 |
|
|
2020
Q3 | $270K | Buy |
+5,500
| New | +$270K | 0.06% | 187 |
|