Cornerstone Advisors (Washington)’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $158K | Buy |
3,221
+109
| +4% | +$5.35K | 0.02% | 128 |
|
|
2020
Q2 | $137K | Buy |
3,112
+116
| +4% | +$5.11K | 0.02% | 130 |
|
|
2020
Q1 | $82K | Sell |
2,996
-28
| -0.9% | -$766 | 0.01% | 156 |
|
|
2019
Q4 | $90K | Buy |
3,024
+188
| +7% | +$5.6K | 0.01% | 167 |
|
|
2019
Q3 | $74K | Buy |
2,836
+164
| +6% | +$4.28K | 0.01% | 177 |
|
|
2019
Q2 | $65K | Buy |
2,672
+171
| +7% | +$4.16K | 0.01% | 326 |
|
|
2019
Q1 | $60K | Buy |
2,501
+117
| +5% | +$2.81K | 0.01% | 315 |
|
|
2018
Q4 | $47K | Buy |
2,384
+95
| +4% | +$1.87K | 0.01% | 311 |
|
|
2018
Q3 | $40K | Sell |
2,289
-14
| -0.6% | -$245 | 0.03% | 370 |
|
|
2018
Q2 | $51K | Buy |
+2,303
| New | +$51K | 0.03% | 295 |
|
|
2016
Q4 | – | Sell |
-1,638
| Closed | -$44K | – | 986 |
|
|
2016
Q3 | $44K | Buy |
1,638
+1,540
| +1,571% | +$41.4K | 0.04% | 274 |
|
|
2016
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 765 |
|
|
2016
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 765 |
|