Carolinas Wealth Consulting’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
Q1 | – | Sell |
-422
| Closed | -$16.5K | – | 1127 |
|
|
2022
Q4 | $16.5K | Buy |
422
+1
| +0.2% | +$39 | ﹤0.01% | 534 |
|
|
2022
Q3 | $14K | Buy |
421
+2
| +0.5% | +$67 | ﹤0.01% | 511 |
|
|
2022
Q2 | $15K | Buy |
419
+202
| +93% | +$7.23K | ﹤0.01% | 514 |
|
|
2022
Q1 | $10K | Hold |
217
| – | – | ﹤0.01% | 610 |
|
|
2021
Q4 | $9K | Hold |
217
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $8K | Buy |
+217
| New | +$8K | ﹤0.01% | 617 |
|