CGA
Compound Global Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-111,070
| Closed | -$5.48M | – | 48 |
|
|
2023
Q4 | $5.48M | Hold |
111,070
| – | – | 1.01% | 38 |
|
|
2023
Q3 | $4.5M | Hold |
111,070
| – | – | 0.99% | 32 |
|
|
2023
Q2 | $4.8M | Sell |
111,070
-60,643
| -35% | -$2.62M | 1.11% | 32 |
|
|
2023
Q1 | $8.27M | Sell |
171,713
-83,778
| -33% | -$4.03M | 2.1% | 22 |
|
|
2022
Q4 | $9.98M | Buy |
+255,491
| New | +$9.98M | 2.84% | 15 |
|