Carroll Financial Associates’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
Q4 | $30K | Buy |
+708
| New | +$30K | ﹤0.01% | 859 |
|
|
2016
Q4 | – | Sell |
-400
| Closed | -$10K | – | 1229 |
|
|
2016
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 824 |
|
|
2014
Q4 | – | Sell |
-83
| Closed | -$1K | – | 901 |
|
|
2014
Q3 | $1K | Sell |
83
-100
| -55% | -$1.21K | ﹤0.01% | 798 |
|
|
2014
Q2 | $5K | Hold |
183
| – | – | ﹤0.01% | 714 |
|
|
2014
Q1 | $4K | Buy |
+183
| New | +$4K | ﹤0.01% | 692 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$2K | – | 907 |
|
|
2013
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 703 |
|