Concord Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-130
| Closed | -$5.62K | – | 1078 |
|
|
2023
Q2 | $5.62K | Hold |
130
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $6.26K | Hold |
130
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $5.08K | Buy |
+130
| New | +$5.08K | ﹤0.01% | 759 |
|
|
2022
Q3 | – | Sell |
-130
| Closed | -$5K | – | 1167 |
|
|
2022
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 840 |
|
|
2022
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 885 |
|
|
2021
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 918 |
|
|
2021
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 688 |
|
|
2020
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 426 |
|