Covestor’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,015
| Closed | -$53K | – | 2841 |
|
|
2024
Q2 | $53K | Buy |
+1,015
| New | +$53K | 0.03% | 831 |
|
|
2023
Q3 | – | Sell |
-1,443
| Closed | -$62K | – | 2803 |
|
|
2023
Q2 | $62K | Hold |
1,443
| – | – | 0.05% | 689 |
|
|
2023
Q1 | $69K | Buy |
1,443
+262
| +22% | +$12.5K | 0.06% | 574 |
|
|
2022
Q4 | $46K | Hold |
1,181
| – | – | 0.04% | 766 |
|
|
2022
Q3 | $38K | Sell |
1,181
-781
| -40% | -$25.1K | 0.03% | 804 |
|
|
2022
Q2 | $71K | Hold |
1,962
| – | – | 0.06% | 590 |
|
|
2022
Q1 | $93K | Buy |
+1,962
| New | +$93K | 0.06% | 548 |
|