Center for Financial Planning’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-22
Closed -$1.15K 607
2024
Q2
$1.15K Hold
22
﹤0.01% 525
2024
Q1
$1.04K Buy
+22
New +$1.04K ﹤0.01% 556
2020
Q1
Sell
-725
Closed -$22K 609
2019
Q4
$22K Buy
+725
New +$22K 0.01% 254