Cordasco Financial Network’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $8K | Buy |
209
+1
| +0.5% | +$38 | 0.01% | 409 |
|
2022
Q1 | $10K | Hold |
208
| – | – | 0.01% | 374 |
|
2021
Q4 | $9K | Hold |
208
| – | – | 0.01% | 391 |
|
2021
Q3 | $8K | Buy |
208
+1
| +0.5% | +$38 | 0.01% | 419 |
|
2021
Q2 | $9K | Buy |
207
+1
| +0.5% | +$43 | 0.01% | 406 |
|
2021
Q1 | $8K | Hold |
206
| – | – | 0.01% | 406 |
|
2020
Q4 | $9K | Buy |
206
+1
| +0.5% | +$44 | 0.01% | 342 |
|
2020
Q3 | $10K | Hold |
205
| – | – | 0.01% | 319 |
|
2020
Q2 | $9K | Buy |
205
+1
| +0.5% | +$44 | 0.01% | 302 |
|
2020
Q1 | $6K | Hold |
204
| – | – | 0.01% | 311 |
|
2019
Q4 | $6K | Sell |
204
-277
| -58% | -$8.15K | 0.01% | 345 |
|
2019
Q3 | $13K | Buy |
481
+1
| +0.2% | +$27 | 0.01% | 260 |
|
2019
Q2 | $12K | Hold |
480
| – | – | 0.01% | 264 |
|
2019
Q1 | $11K | Buy |
+480
| New | +$11K | 0.01% | 298 |
|