Counsel Portfolio Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.01M | Buy |
+42,976
| New | +$1.01M | 0.1% | 199 |
|
|
2015
Q2 | – | Sell |
-18,800
| Closed | -$357K | – | 324 |
|
|
2015
Q1 | $357K | Buy |
18,800
+6,900
| +58% | +$131K | 0.04% | 243 |
|
|
2014
Q4 | $242K | Buy |
11,900
+800
| +7% | +$16.3K | 0.02% | 272 |
|
|
2014
Q3 | $221K | Hold |
11,100
| – | – | 0.02% | 282 |
|
|
2014
Q2 | $292K | Sell |
11,100
-100
| -0.9% | -$2.63K | 0.03% | 307 |
|
|
2014
Q1 | $254K | Hold |
11,200
| – | – | 0.03% | 286 |
|
|
2013
Q4 | $226K | Hold |
11,200
| – | – | 0.02% | 299 |
|
|
2013
Q3 | $278 | Sell |
11,200
-10,500
| -48% | -$261 | 0.01% | 272 |
|
|
2013
Q2 | $425K | Buy |
+21,700
| New | +$425K | 0.05% | 244 |
|