Cetera Advisors’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
Q1 | $400K | Buy |
+8,488
| New | +$400K | ﹤0.01% | 1754 |
|
|
2023
Q1 | – | Sell |
-10,743
| Closed | -$420K | – | 1715 |
|
|
2022
Q4 | $420K | Buy |
10,743
+629
| +6% | +$24.6K | 0.01% | 1061 |
|
|
2022
Q3 | $327K | Sell |
10,114
-480
| -5% | -$15.5K | 0.01% | 938 |
|
|
2022
Q2 | $382K | Buy |
10,594
+547
| +5% | +$19.7K | 0.01% | 960 |
|
|
2022
Q1 | $478K | Sell |
10,047
-1,050
| -9% | -$50K | 0.01% | 900 |
|
|
2021
Q4 | $476K | Buy |
+11,097
| New | +$476K | 0.01% | 905 |
|
|
2016
Q4 | – | Sell |
-13,466
| Closed | -$364K | – | 810 |
|
|
2016
Q3 | $364K | Sell |
13,466
-188
| -1% | -$5.08K | 0.03% | 513 |
|
|
2016
Q2 | $321K | Buy |
13,654
+3,462
| +34% | +$81.4K | 0.02% | 549 |
|
|
2016
Q1 | $169K | Buy |
+10,192
| New | +$169K | 0.01% | 648 |
|
|
2015
Q3 | – | Sell |
-16,454
| Closed | -$288K | – | 750 |
|
|
2015
Q2 | $288K | Buy |
+16,454
| New | +$288K | 0.02% | 535 |
|