Colonial Trust 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
Q4 | – | Sell |
-300
| Closed | -$18.3K | – | 791 |
|
|
2024
Q3 | $18.3K | Hold |
300
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $15.7K | Hold |
300
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $14.1K | Hold |
300
| – | – | ﹤0.01% | 534 |
|
|
2023
Q4 | $14.8K | Hold |
300
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $12.2K | Hold |
300
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $14.4K | Hold |
300
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $11.7K | Buy |
+300
| New | +$11.7K | ﹤0.01% | 484 |
|