BSW Wealth Partners’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 | – | Sell |
-7,969
| Closed | -$351K | – | 270 |
|
|
2021
Q2 | $351K | Buy |
7,969
+938
| +13% | +$41.3K | 0.1% | 151 |
|
|
2021
Q1 | $269K | Buy |
7,031
+1,549
| +28% | +$59.3K | 0.08% | 158 |
|
|
2020
Q4 | $229K | Buy |
5,482
+231
| +4% | +$9.65K | 0.07% | 155 |
|
|
2020
Q3 | $258K | Buy |
5,251
+32
| +0.6% | +$1.57K | 0.1% | 112 |
|
|
2020
Q2 | $230K | Buy |
+5,219
| New | +$230K | 0.08% | 125 |
|