Coe Capital Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-40,000
| Closed | -$761K | – | 255 |
|
|
2015
Q1 | $761K | Buy |
40,000
+10,000
| +33% | +$190K | 0.31% | 105 |
|
|
2014
Q4 | $610K | Buy |
30,000
+10,000
| +50% | +$203K | 0.19% | 144 |
|
|
2014
Q3 | $399K | Buy |
20,000
+9,600
| +92% | +$191K | 0.15% | 163 |
|
|
2014
Q2 | $273K | Sell |
10,400
-24,600
| -70% | -$646K | 0.1% | 182 |
|
|
2014
Q1 | $795K | Buy |
35,000
+20,000
| +133% | +$454K | 0.23% | 139 |
|
|
2013
Q4 | $303K | Sell |
15,000
-20,000
| -57% | -$404K | 0.11% | 174 |
|
|
2013
Q3 | $867K | Buy |
+35,000
| New | +$867K | 0.58% | 49 |
|