Chicago Partners Investment Group’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-960
| Closed | -$16K | – | 925 |
|
|
2018
Q3 | $16K | Hold |
960
| – | – | ﹤0.01% | 728 |
|
|
2018
Q2 | $21K | Hold |
960
| – | – | ﹤0.01% | 654 |
|
|
2018
Q1 | $20K | Hold |
960
| – | – | ﹤0.01% | 637 |
|
|
2017
Q4 | $21K | Hold |
960
| – | – | ﹤0.01% | 612 |
|
|
2017
Q3 | $18K | Buy |
+960
| New | +$18K | ﹤0.01% | 656 |
|
|
2017
Q2 | – | Sell |
-960
| Closed | -$20K | – | 801 |
|
|
2017
Q1 | $20K | Hold |
960
| – | – | 0.01% | 402 |
|
|
2016
Q4 | $19K | Hold |
960
| – | – | 0.01% | 385 |
|
|
2016
Q3 | $26K | Hold |
960
| – | – | 0.01% | 344 |
|
|
2016
Q2 | $23K | Hold |
960
| – | – | 0.01% | 309 |
|
|
2016
Q1 | $16K | Buy |
+960
| New | +$16K | 0.01% | 313 |
|